Szu-Han Wang
Equita Financial Network · Saratoga, California
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.
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Facts
| Firm | Equita Financial Network |
|---|---|
| Based in | Saratoga, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $391.0M across 1,321 accounts |
| SEC registration | Investment adviser representative in CA · CRD 8053910 |
| Exams passed | Series 65 (2025) |
| Firm size | 19 employees |
| Disclosures | None reported |
| Website | www.equitafn.com |
How Szu-Han's firm compares
- Equita Financial Network's average account is about $296,000, from its Form ADV (assets managed divided by 1,321 accounts).
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Questions about Szu-Han
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.
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
- 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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