Xinhong Liu
Financial Planning, Asset Management · Champaign, Illinois
Xinhong Liu is a fee-only financial advisor at Financial Planning, Asset Management in Champaign, Illinois, who holds the CFP credential. Financial Planning, Asset Management reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Financial Planning, Asset Management |
|---|---|
| Based in | Champaign, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $2.1M across 4 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IL · CRD 6686467 |
| Exams passed | Series 66 (2016) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Xinhong's firm compares
- Financial Planning, Asset Management's average account is about $525,000, from its Form ADV (assets managed divided by 4 accounts).
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Questions about Xinhong
Is Xinhong Liu a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Xinhong holds no broker registration, and Financial Planning, Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Xinhong charge for financial advice?
Xinhong's firm, Financial Planning, Asset Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Xinhong Liu based?
Xinhong Liu is based in Champaign, Illinois.
What credentials does Xinhong Liu hold?
Xinhong Liu holds the CFP credential.
Is Xinhong Liu registered with the SEC?
Yes. Xinhong Liu is registered as an investment adviser representative in IL (CRD 6686467), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Financial Planning, Asset Management manage?
Financial Planning, Asset Management reports $2.1M across 4 accounts in assets under management.
How do I contact Xinhong Liu?
Contact details aren't on file yet. Search for Financial Planning, Asset Management.
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
- 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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