Wei Wang
Triple Summit Advisors · Newton, Massachusetts
Wei Wang is a fee-only financial advisor at Triple Summit Advisors in Newton, Massachusetts, who holds the CFP and CFA credentials. Wei charges a percentage of assets, a flat fee or retainer, hourly fees and a one-time planning fee (one-time plans from $1,000 and $400 an hour).
Request an introduction to Wei →
Facts
| Firm | Triple Summit Advisors |
|---|---|
| Based in | Newton, Massachusetts |
| Fee model | Percentage of assets · Flat fee or retainer · Hourly · One-time planning fee |
| Fees (firm's website) | One-time plans from $1,000 · $400 an hour · 0.65%–1.5% a year of assets managed |
| Assets under management | $108.5M across 412 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in CA, MA, NJ, NY, TX, WA · CRD 4833881 |
| Exams passed | Series 63 (2004) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.triplesummit.com |
| Profile |
How Wei's firm compares
- A one-time plan starts at $1,000, below the Massachusetts median of $3,000 for fee-only firms that publish prices.
- The hourly rate is $400, above the Massachusetts median of $300 for fee-only firms that publish prices.
- Triple Summit Advisors's average account is about $263,000, from its Form ADV (assets managed divided by 412 accounts).
Request an introduction to Wei
Tell Wei a little about what you're looking for. Wei isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Wei
Is Wei Wang a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Wei holds no broker registration, and Triple Summit Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Wei charge for financial advice?
Wei charges a percentage of assets, a flat fee or retainer, hourly fees and a one-time planning fee.
How much does Wei charge?
According to Triple Summit Advisors's website, checked October 30, 2026: one-time plans from $1,000; $400 an hour; 0.65%–1.5% a year of assets managed.
Where is Wei Wang based?
Wei Wang is based in Newton, Massachusetts.
What credentials does Wei Wang hold?
Wei Wang holds the CFP and CFA credentials.
Is Wei Wang registered with the SEC?
Yes. Wei Wang is registered as an investment adviser representative in CA, MA, NJ, NY, TX and WA (CRD 4833881), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Triple Summit Advisors manage?
Triple Summit Advisors reports $108.5M across 412 accounts in assets under management.
How do I contact Wei Wang?
Through Wei's website, www.triplesummit.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
- Triple Summit Advisors 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.
See something wrong? Request a correction. Read our methodology.