Shaobo Li
Dominguez Wealth Management Solutions · Williamsburg, Virginia
Shaobo Li is a fee-only financial advisor at Dominguez Wealth Management Solutions in Williamsburg, Virginia. Shaobo focuses on retirement planning, tax planning and small business owners. Dominguez Wealth Management Solutions reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
Facts
| Firm | Dominguez Wealth Management Solutions |
|---|---|
| Based in | Williamsburg, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $213.1M across 659 accounts |
| SEC registration | Investment adviser representative in TX, VA · CRD 7037407 |
| Exams passed | Series 65 (2018) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.dominguezwealthsolutions.com |
How Shaobo's firm compares
- Dominguez Wealth Management Solutions's average account is about $323,000, from its Form ADV (assets managed divided by 659 accounts).
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Questions about Shaobo
Is Shaobo Li a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Shaobo holds no broker registration, and Dominguez Wealth Management Solutions reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Shaobo charge for financial advice?
Shaobo's firm, Dominguez Wealth Management Solutions, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Shaobo Li based?
Shaobo Li is based in Williamsburg, Virginia.
What does Shaobo specialize in?
Shaobo's specialties include retirement planning, tax planning, small business owners and founders (pre-exit). Shaobo works with retirees.
Is Shaobo Li registered with the SEC?
Yes. Shaobo Li is registered as an investment adviser representative in TX and VA (CRD 7037407), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Dominguez Wealth Management Solutions manage?
Dominguez Wealth Management Solutions reports $213.1M across 659 accounts in assets under management.
How do I contact Shaobo Li?
Through Shaobo's website, www.dominguezwealthsolutions.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
- Dominguez Wealth Management Solutions 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.
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