Advisor at Plutus Wealth Management
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
Plutus Wealth Management
Location
Burlington, CA 94010
Credentials
CFA®, Series 66
Industry experience
8 years
Zhaokun Yang is a CFA® charterholder and holds the Series 66 designation, with eight years of industry experience. He is the sole advisor at Plutus Wealth Management and has prior experience at M Holdings Securities and FW Group, LLC. Outside of financial services, he is involved in operating Chinese restaurants through FW Group, LLC. Plutus Wealth Management is an independent firm managing approximately $12.2 million for about 20 clients. The firm offers discretionary portfolio management, financial planning, and pension consulting to individuals, corporate entities, pension plans, and charitable organizations, utilizing a range of investment strategies that include long- and short-term trading, options, and private placements.
Based on Plutus Wealth Management
Fixed fees range from $200 to $20,000 for financial planning and $500 to $5,000 for pension consulting.
1.50% annually
$150 to $800 per hour for pension consulting and financial planning services.
10.00% performance fee on capital appreciation for qualified clients, in addition to 1.50% AUM fee.
851 Burlway Rd #523
Burlington, CA 94010
California
Plutus Wealth Management
2024 - Present (2 years)
FW Group, LLC
2023 - Present (3 years)
M Holdings Securities
2016 - 2023 (7 years)
M Holdings Securities
2016 - 2017 (1 year)
St. John's University
2013 - 2016 (3 years)
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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
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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.
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I specialize in helping families make better financial decisions related to stock options and RSUs. I know we’re saving enough for retirement in 401k’s, but my wife and I still have serious conversations about how to use her company stock to help live the life we want. Our issues require significant financial planning that firms focused on AUM can't help with. In my free time, I coach my three kids sports teams, play softball, golf, ski in Incline Village, and work on the NYTimes Crossword puzzle with my wife, Jessica. If you ever see me out and about, I’m the guy wearing something UCLA, Chargers, Padres, or Warriors. Listen to Aaron's podcast here: https://mindmoneyspectrum.buzzsprout.com/
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