Youfeng Jiang
Beyond Profit and Wealth Consulting · Laurel, Maryland
Youfeng Jiang is a fee-only financial advisor at Beyond Profit and Wealth Consulting in Laurel, Maryland, who holds the CFP credential. Beyond Profit and Wealth Consulting reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Youfeng →
Facts
| Firm | Beyond Profit and Wealth Consulting |
|---|---|
| Based in | Laurel, Maryland |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $5M across 16 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MD · CRD 7159301 |
| Exams passed | Series 65 (2019) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.beyondprofitconsult.com |
How Youfeng's firm compares
- Beyond Profit and Wealth Consulting's average account is about $313,000, from its Form ADV (assets managed divided by 16 accounts).
Request an introduction to Youfeng
Tell Youfeng a little about what you're looking for. Youfeng 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 Youfeng
Is Youfeng Jiang a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Youfeng holds no broker registration, and Beyond Profit and Wealth Consulting reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Youfeng charge for financial advice?
Youfeng's firm, Beyond Profit and Wealth Consulting, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Youfeng Jiang based?
Youfeng Jiang is based in Laurel, Maryland.
What credentials does Youfeng Jiang hold?
Youfeng Jiang holds the CFP credential.
Is Youfeng Jiang registered with the SEC?
Yes. Youfeng Jiang is registered as an investment adviser representative in MD (CRD 7159301), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Beyond Profit and Wealth Consulting manage?
Beyond Profit and Wealth Consulting reports $5M across 16 accounts in assets under management.
How do I contact Youfeng Jiang?
Through Youfeng's website, www.beyondprofitconsult.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Laurel
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.
See something wrong? Request a correction. Read our methodology.