Yongxiang Li
Quantum Financial Advisors · Rockville, Maryland
Yongxiang Li is a fee-only financial advisor at Quantum Financial Advisors in Rockville, Maryland, who holds the CFA credential. Quantum Financial Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Quantum Financial Advisors |
|---|---|
| Based in | Rockville, Maryland |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $557.5M across 364 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in MD · CRD 4556591 |
| Exams passed | Series 63 (2003) · Series 65 (2025) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.instragram.com/quantumfinancialadvisors |
How Yongxiang's firm compares
- Quantum Financial Advisors's average account is about $1.5 million, from its Form ADV (assets managed divided by 364 accounts).
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Questions about Yongxiang
Is Yongxiang Li a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Yongxiang holds no broker registration, and Quantum Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Yongxiang charge for financial advice?
Yongxiang's firm, Quantum Financial Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Yongxiang Li based?
Yongxiang Li is based in Rockville, Maryland.
What credentials does Yongxiang Li hold?
Yongxiang Li holds the CFA credential.
Is Yongxiang Li registered with the SEC?
Yes. Yongxiang Li is registered as an investment adviser representative in MD (CRD 4556591), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Quantum Financial Advisors manage?
Quantum Financial Advisors reports $557.5M across 364 accounts in assets under management.
How do I contact Yongxiang Li?
Through Yongxiang's website, www.instragram.com/quantumfinancialadvisors.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Rockville
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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