Advisor at Gordon Oak Financial, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Gordon Oak Financial, LLC
Location
Plano, TX 75024
Credentials
CFP®, Series 65
Industry experience
6 years
Jefferson Wang is a CFP® with six years of industry experience, currently serving as the sole advisor at Gordon Oak Financial, LLC. His prior experience includes roles at Cain Watters & Associates and Price Waterhouse Coopers, along with academic work at the University of Texas Austin. Outside of advising, he is also an accountant. Gordon Oak Financial provides fee-only financial planning to individual clients and offers an employer program delivering financial guidance and education to employees of small- and mid-size companies. The firm emphasizes a long-term investing approach based on modern portfolio theory and maintains an advisory, limited-scope role for employer engagements.
Based on Gordon Oak Financial, LLC
Based on Gordon Oak Financial, LLC
Educational seminars/workshops start at $800 per hour-long session.
Fee-only: Annual financial planning fees range from $1,500 to $12,000, subjective based on client income and net worth. Employer program fees are tiered by number of employees: 0–50 employees $15,600 annually; 51–100 employees $22,800 annually; 101–150 employees $30,000 annually; 151–200 employees $37,200 annually; over 200 employees negotiable.
6010 W. Spring Creek Pkwy
Plano, TX 75024
New York · Texas
Gordon Oak Financial, LLC
2020 - Present (6 years)
Cain Watters & Associates
2018 - 2021 (3 years)
Price Waterhouse Coopers
2016 - 2017 (1 year)
University of Texas Austin
2011 - 2016 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Verified by Warmer
Series 63, Series 66
Frisco, TX
Cetera
Series 63, Series 65, Series 66
Frisco, TX
Two Pillars Asset Management
ChFC®
Richardson, TX
3:23 Financial Services LLC
Series 63
Richardson, TX
Bent Tree Trust Advisors, LLC
Series 65
Corinth, TX
Tooth & Coin Wealth
Series 63, Series 65
Plano, TX
Gadiraju, Raju
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")