# Szu-Han Wang

> Szu-Han Wang is a fee-only financial advisor at Equita Financial Network in Saratoga, California. Equita Financial Network reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Equita Financial Network
- **Based in:** Saratoga, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $391.0M across 1,321 accounts
- **CRD:** 8053910 (https://adviserinfo.sec.gov/individual/summary/8053910)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 65 (2025)
- **Firm size:** 19 employees
- **Disclosures:** None reported
- **Website:** http://www.equitafn.com

## Frequently asked questions

### Is Szu-Han Wang a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Szu-Han holds no broker registration, and Equita Financial Network reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Szu-Han charge for financial advice?

Szu-Han's firm, Equita Financial Network, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Szu-Han Wang based?

Szu-Han Wang is based in Saratoga, California.

### Is Szu-Han Wang registered with the SEC?

Yes. Szu-Han Wang is registered as an investment adviser representative in CA (CRD 8053910), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Equita Financial Network manage?

Equita Financial Network reports $391.0M across 1,321 accounts in assets under management.

### How do I contact Szu-Han Wang?

Through Szu-Han's website, www.equitafn.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8053910): 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.