Shengde Liu
Access Wealth Group · Powell, Ohio
Shengde Liu is a fee-only financial advisor at Access Wealth Group in Powell, Ohio, who holds the CFA credential. Shengde focuses on retirement planning, estate & legacy planning and tax planning. Access Wealth Group reports charging a percentage of assets and hourly fees on its Form ADV.
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Specialties
Facts
| Firm | Access Wealth Group |
|---|---|
| Based in | Powell, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $19.6M across 367 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in OH · CRD 2668155 |
| Exams passed | Series 63 (1996) · Series 65 (1996) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.accesswealth.vc |
How Shengde's firm compares
- Access Wealth Group's average account is about $53,000, from its Form ADV (assets managed divided by 367 accounts).
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Questions about Shengde
Is Shengde Liu a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Shengde holds no broker registration, and Access Wealth Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Shengde charge for financial advice?
Shengde's firm, Access Wealth Group, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Does Shengde work with clients virtually?
Yes. Access Wealth Group says on its website that it works with clients remotely.
Where is Shengde Liu based?
Shengde Liu is based in Powell, Ohio.
What does Shengde specialize in?
Shengde's specialties include retirement planning, estate & legacy planning and tax planning.
What credentials does Shengde Liu hold?
Shengde Liu holds the CFA credential.
Is Shengde Liu registered with the SEC?
Yes. Shengde Liu is registered as an investment adviser representative in OH (CRD 2668155), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Access Wealth Group manage?
Access Wealth Group reports $19.6M across 367 accounts in assets under management.
How do I contact Shengde Liu?
Through Shengde's website, www.accesswealth.vc.
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
- Access Wealth Group 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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