Tony Tran
Wissahickon Wealth Management · Philadelphia, Pennsylvania
Tony Tran is a fee-only financial advisor at Wissahickon Wealth Management in Philadelphia, Pennsylvania. Tony focuses on equity compensation, retirement planning and tax planning. Wissahickon Wealth Management reports charging a percentage of assets on its Form ADV.
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Specialties
Facts
| Firm | Wissahickon Wealth Management |
|---|---|
| Based in | Philadelphia, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $72.8M across 107 accounts |
| SEC registration | Investment adviser representative in PA · CRD 5684240 |
| Exams passed | Series 63 (2010) · Series 66 (2011) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.wissahickonwm.com |
| Profile |
How Tony's firm compares
- Wissahickon Wealth Management's average account is about $680,000, from its Form ADV (assets managed divided by 107 accounts).
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Questions about Tony
Is Tony Tran a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Tony holds no broker registration, and Wissahickon Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Tony charge for financial advice?
Tony's firm, Wissahickon Wealth Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Tony Tran based?
Tony Tran is based in Philadelphia, Pennsylvania.
What does Tony specialize in?
Tony's specialties include equity compensation, retirement planning, tax planning, estate & legacy planning and family wealth transfer.
Is Tony Tran registered with the SEC?
Yes. Tony Tran is registered as an investment adviser representative in PA (CRD 5684240), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Wissahickon Wealth Management manage?
Wissahickon Wealth Management reports $72.8M across 107 accounts in assets under management.
How do I contact Tony Tran?
Through Tony's website, www.wissahickonwm.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
- Wissahickon Wealth Management 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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