# Suzy Hong

> Suzy Hong is a fee-only financial advisor at Wealthboost Advisors in San Francisco, California. Wealthboost Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/suzy-hong/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Wealthboost Advisors
- **Based in:** San Francisco, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $77.2M across 196 accounts
- **CRD:** 7649200 (https://adviserinfo.sec.gov/individual/summary/7649200)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 65 (2022)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://www.wealthboostadvisors.com

## Frequently asked questions

### Is Suzy Hong a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Suzy holds no broker registration, and Wealthboost Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Suzy charge for financial advice?

Suzy's firm, Wealthboost Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Suzy Hong based?

Suzy Hong is based in San Francisco, California.

### Is Suzy Hong registered with the SEC?

Yes. Suzy Hong is registered as an investment adviser representative in CA (CRD 7649200), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Wealthboost Advisors manage?

Wealthboost Advisors reports $77.2M across 196 accounts in assets under management.

### How do I contact Suzy Hong?

Through Suzy's website, www.wealthboostadvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7649200): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.