Anna Sayoung Hong
Investment adviser representative at New Insight Wealth Advisors
10 yearsExperience
1 stateRegistered in
ChFC®Designation
$396.9MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- New Insight Wealth AdvisorsApr 2025 to now
- Kbp Financial & Insurance MarketingJan 2018 to now
- Worthington Financial PartnersMay 2015 to now
- Allmerits Asset, LLCJan 2025 to Mar 2025
Designations
- ChFC®
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (CA).
New Insight Wealth Advisors
$396.9MAssets managed
375Clients
5Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8034380
- Firm CRD
- 318083