Youxi Liu
Upstart Wealth Management · East Haddam, Connecticut
Youxi Liu is a fee-only financial advisor at Upstart Wealth Management in East Haddam, Connecticut, who holds the CFP and PFS credentials. Youxi charges a percentage of assets and an ongoing planning fee (ongoing planning from $7,600 a year and 0.45%–0.8% a year of assets managed) and focuses on equity compensation, founders (pre-exit) and tax planning.
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Specialties
Who they serve
- Founders
- Tech employees
Facts
| Firm | Upstart Wealth Management |
|---|---|
| Based in | East Haddam, Connecticut |
| Fee model | Percentage of assets · Ongoing planning fee |
| Fees (firm's website) | Ongoing planning from $7,600 a year · 0.45%–0.8% a year of assets managed |
| Accepting new clients | Yes |
| Assets under management | $385.9M across 207 accounts |
| Credentials | CFP · PFS |
| SEC registration | Investment adviser representative in CT, TX · CRD 7416108 |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.upstartwealth.com |
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Questions about Youxi
Is Youxi Liu a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Youxi holds no broker registration, and Upstart Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Youxi charge for financial advice?
Youxi charges a percentage of assets and an ongoing planning fee.
How much does Youxi charge?
According to Upstart Wealth Management's website, checked October 30, 2026: ongoing planning from $7,600 a year; 0.45%–0.8% a year of assets managed.
Where is Youxi Liu based?
Youxi Liu is based in East Haddam, Connecticut.
What does Youxi specialize in?
Youxi's specialties include equity compensation, founders (pre-exit) and tax planning. Youxi works with founders and tech employees.
What credentials does Youxi Liu hold?
Youxi Liu holds the CFP and PFS credentials.
Is Youxi Liu registered with the SEC?
Yes. Youxi Liu is registered as an investment adviser representative in CT and TX (CRD 7416108), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Upstart Wealth Management manage?
Upstart Wealth Management reports $385.9M across 207 accounts in assets under management.
How do I contact Youxi Liu?
Through Youxi's website, www.upstartwealth.com.
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
- Upstart 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.
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