Phuong Luong
Just Wealth · Pittsfield, Massachusetts
Phuong Luong is a fee-only financial advisor at Just Wealth in Pittsfield, Massachusetts, who holds the CFP credential. Phuong charges a percentage of assets and focuses on sustainable & impact investing and student loans.
Request an introduction to Phuong →
Specialties
Facts
| Firm | Just Wealth |
|---|---|
| Based in | Pittsfield, Massachusetts |
| Fee model | Percentage of assets |
| Works virtually | Yes |
| Assets under management | $27.5M across 67 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in LA, MA · CRD 6815665 |
| Exams passed | Series 65 (2016) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.justwealthplanning.com |
| Profile |
How Phuong's firm compares
- Just Wealth's average account is about $411,000, from its Form ADV (assets managed divided by 67 accounts).
Request an introduction to Phuong
Tell Phuong a little about what you're looking for. Phuong isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Phuong
Is Phuong Luong a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Phuong holds no broker registration, and Just Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Phuong charge for financial advice?
Phuong charges a percentage of assets.
Does Phuong work with clients virtually?
Yes. Just Wealth says on its website that it works with clients remotely.
Where is Phuong Luong based?
Phuong Luong is based in Pittsfield, Massachusetts.
What does Phuong specialize in?
Phuong's specialties include sustainable & impact investing and student loans.
What credentials does Phuong Luong hold?
Phuong Luong holds the CFP credential.
Is Phuong Luong registered with the SEC?
Yes. Phuong Luong is registered as an investment adviser representative in LA and MA (CRD 6815665), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Just Wealth manage?
Just Wealth reports $27.5M across 67 accounts in assets under management.
How do I contact Phuong Luong?
Through Phuong's website, www.justwealthplanning.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Just Wealth website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.