Terrafirma Wealth Partners
SEC RegisteredJason Fang CFP® is now at TerraFirma Wealth Partners!
About the firm
TerraFirma provides top-notch independent financial planning and investment management without sacrificing the personal touch. Their top goal is to enhance the well-being of every individual they work with, believing that quality of life can be improved through considerate financial planning and proper investment management.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial planning and investment management, including retirement planning, customized portfolio construction, tax burden reduction strategies, and personalized fiduciary financial advice.
Who they serve
Individuals and families, including those preparing for retirement and those transitioning into retirement.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 51 | $25M |
| High Net Worth Individuals | 43 | $94M |
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $0 to $499,999.99 | 1.50% |
| $500,000 to $749,999.99 | 1.15% |
| $750,000 to $999,999.99 | 0.90% |
| $1,000,000 to $2,999,999.99 | 0.70% |
| $3,000,000 to $9,999,999.99 | 0.55% |
| $10,000,000 and Above | 0.50% |
Data as of March 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Terrafirma Wealth Partners has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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