CRD: 331568
Terrafirma Wealth Partners
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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-02-2024
- Office Locations
- 1
Office Locations
About Terrafirma Wealth Partners
TerraFirma Wealth Partners is an independent, fee-only fiduciary RIA in Walnut Creek, CA providing financial planning, retirement income planning, and investment management for individuals and families. Led by Certified Financial Planner (CFP) Jason Fang, the firm builds customized, tax-aware portfolios (including direct indexing and tax-loss harvesting) and partners with third-party managers; client portfolios are primarily ETF-based, with custody via platforms like Altruist and Schwab.
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Owner & Executives
JASON Guo Quan FANG
Chief Compliance Officer, PRINCIPAL, Wealth Advisor
- CRD
- #5243084
- Ownership
- 75% or more
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KIMBERLY RAZON MELO
--
- CRD
- #4212422
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $118,439,805 | $1,259,998 |
| Non-Discretionary | $25,272 | $25,272 |
| Total | $118,465,077 | $1,247,001 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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