Xijian Zhang
Beacon Hill Wealth Management · Victoria, Bc, Texas
Xijian Zhang is a fee-only financial advisor at Beacon Hill Wealth Management in Victoria, Bc, Texas. Xijian focuses on cross-border (US / Canada), retirement planning and estate & legacy planning. Beacon Hill Wealth Management reports charging a percentage of assets on its Form ADV.
Request an introduction to Xijian →
Specialties
Who they serve
- Cross-border families
- Newcomers (immigration)
- Canadians in the US
Facts
| Firm | Beacon Hill Wealth Management |
|---|---|
| Based in | Victoria, Bc, Texas |
| Fee model (firm's Form ADV) | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $148.6M across 258 accounts |
| SEC registration | Investment adviser representative in TX · CRD 7442332 |
| Exams passed | Series 65 (2025) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.beaconhillwm.ca |
Request an introduction to Xijian
Tell Xijian a little about what you're looking for. Xijian 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 Xijian
Is Xijian Zhang a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Xijian holds no broker registration, and Beacon Hill Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Xijian charge for financial advice?
Xijian's firm, Beacon Hill Wealth Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Xijian Zhang based?
Xijian Zhang is based in Victoria, Bc, Texas.
What does Xijian specialize in?
Xijian's specialties include cross-border (US / Canada), retirement planning, estate & legacy planning and tax planning. Xijian works with cross-border families, newcomers (immigration) and Canadians in the US.
Is Xijian Zhang registered with the SEC?
Yes. Xijian Zhang is registered as an investment adviser representative in TX (CRD 7442332), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Beacon Hill Wealth Management manage?
Beacon Hill Wealth Management reports $148.6M across 258 accounts in assets under management.
How do I contact Xijian Zhang?
Through Xijian's website, www.beaconhillwm.ca.
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
- Beacon Hill 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.
See something wrong? Request a correction. Read our methodology.