# BW Financial Planning

BW Financial Planning is an Asset Manager.

## Overview

- **Organization type:** Asset Manager
- **Assets under management:** Undisclosed
- **Website:** https://bwfinancialplanning.com
- **LinkedIn:** https://www.linkedin.com/company/betty-wang-cfp%c2%ae-ricp%c2%ae-986a30108

## Regulatory record

- **CRD number:** 292827
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/292827

## About

BW FINANCIAL PLANNING is a state-registered investment adviser with $31 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single investment adviser.

## Sectors

- Wealth Management

## Questions

### Is BW Financial Planning a fiduciary?

Registered Investment Advisors (RIAs) in the United States are held to a fiduciary standard, meaning they are legally obligated to act in their clients' best interests. The firm's name and apparent business model as a financial planning practice suggest it operates under this standard. However, without a confirmed Form ADV filing or explicit statement from the firm, its specific regulatory status and fiduciary acknowledgment cannot be exactly cited.

### What is the minimum investment or account size required by BW Financial Planning?

Minimum account sizes for independent financial planners vary widely, ranging from no stated minimum to thresholds exceeding $500,000. BW Financial Planning has not publicly disclosed any client asset or income minimums. Advisors without published minimums often serve a broad client base, but this cannot be confirmed for the firm.

## Related profiles

- [Burris Wealth Management](https://altss.com/profile/burris-wealth-management-inc)
- [Candelo Capital Management](https://altss.com/profile/candelo-capital-management-lp)

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Last updated: 2026-06-03T20:00:00.000Z

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