# Wing-Yin Kong

> Wing-Yin Kong is a fee-only financial advisor at Willow Grove Advisors in Berkeley, California, who holds the CFP credential. Wing-Yin focuses on equity compensation, cross-border (US / Canada) and founders (pre-exit). Willow Grove Advisors reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/wing-yin-kong/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Willow Grove Advisors
- **Based in:** Berkeley, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $369.8M across 782 accounts
- **Credentials:** CFP
- **Specialties:** Equity compensation, Cross-border (US / Canada), Founders (pre-exit), Family wealth transfer, Sustainable & impact investing
- **Works with:** Founders, Tech employees, Cross-border families, Multi-generational families, Executives
- **CRD:** 6126267 (https://adviserinfo.sec.gov/individual/summary/6126267)
- **SEC registration:** Investment adviser representative in CA, MA, WA
- **Exams passed:** Series 66 (2013)
- **Firm size:** 7 employees
- **Disclosures:** None reported
- **Website:** http://www.willowgroveadvisors.com

## Frequently asked questions

### Is Wing-Yin Kong a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Wing-Yin holds no broker registration, and Willow Grove Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Wing-Yin charge for financial advice?

Wing-Yin's firm, Willow Grove Advisors, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Wing-Yin Kong based?

Wing-Yin Kong is based in Berkeley, California.

### What does Wing-Yin specialize in?

Wing-Yin's specialties include equity compensation, cross-border (US / Canada), founders (pre-exit), family wealth transfer and sustainable & impact investing. Wing-Yin works with founders, tech employees, cross-border families, multi-generational families and executives.

### What credentials does Wing-Yin Kong hold?

Wing-Yin Kong holds the CFP credential.

### Is Wing-Yin Kong registered with the SEC?

Yes. Wing-Yin Kong is registered as an investment adviser representative in CA, MA and WA (CRD 6126267), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Willow Grove Advisors manage?

Willow Grove Advisors reports $369.8M across 782 accounts in assets under management.

### How do I contact Wing-Yin Kong?

Through Wing-Yin's website, www.willowgroveadvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6126267): 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
- The firm's website (https://willowgroveadvisors.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.