Tan Khoa Ngo
Mentor Financial Advisory Group · San Diego, California
Tan Khoa Ngo is a fee-only financial advisor at Mentor Financial Advisory Group in San Diego, California. Tan Khoa focuses on physicians & residents. Mentor Financial Advisory Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Physicians
Facts
| Firm | Mentor Financial Advisory Group |
|---|---|
| Based in | San Diego, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $88.0M across 181 accounts |
| SEC registration | Investment adviser representative in CA, TX · CRD 2026078 |
| Exams passed | Series 63 (1990) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | www.mentor-financial.net |
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Questions about Tan Khoa
Is Tan Khoa Ngo a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Tan Khoa holds no broker registration, and Mentor Financial Advisory Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Tan Khoa charge for financial advice?
Tan Khoa's firm, Mentor Financial Advisory Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Tan Khoa Ngo based?
Tan Khoa Ngo is based in San Diego, California.
What does Tan Khoa specialize in?
Tan Khoa's specialties include physicians & residents. Tan Khoa works with physicians.
Is Tan Khoa Ngo registered with the SEC?
Yes. Tan Khoa Ngo is registered as an investment adviser representative in CA and TX (CRD 2026078), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Mentor Financial Advisory Group manage?
Mentor Financial Advisory Group reports $88.0M across 181 accounts in assets under management.
How do I contact Tan Khoa Ngo?
Through Tan Khoa's website, www.mentor-financial.net.
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
- Mentor Financial Advisory 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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