Advisor at Financial Planning, Asset Management
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Firm
Financial Planning, Asset Management
Location
Champaign, IL
Credentials
CFP®, Series 66
Industry experience
9 years
Xinhong Liu is a CFP® professional with nine years of industry experience, currently practicing at an independent financial planning and asset management firm in Champaign, IL. Prior to founding the firm, Liu worked at Cozad Asset Management, Inc. and M Holdings Securities, Inc. from 2016 to 2019. Liu also serves as Treasurer of the Chinese American Association of Central Illinois. The firm provides financial planning and investment management services tailored to individual clients and trusts, along with retirement plan consultation for small businesses. Portfolios are customized based on client circumstances and risk tolerance, emphasizing long-term, diversified allocation with quarterly and annual reviews.
Based on Financial Planning, Asset Management
Based on Financial Planning, Asset Management
$0 - $99,999: 1.5% annually $100,000+: 1.0% annually
$150 per hour for financial planning services
Account minimum: $100,000
Champaign, IL
Illinois
Cozad Asset Management, Inc.
2016 - 2019 (3 years)
M Holdings Securities, Inc.
2016 - 2019 (3 years)
Home
2016 - 2016 (1 year)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
ChFC®, Series 63
Champaign, IL
Financial Synergy, Inc.
Series 65
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Willenbrock Financial Planning
Series 63, Series 65, Series 66
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W.K. Cooper II Asset Management Corporation
Series 65
Champaign, IL
Cline Financial Concepts, LLC
CFA®, Series 66
Savoy, IL
Impact Investors
CFP®
Champaign, IL
Sterling Wealth Management, Inc.
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