Danqin Fang

Employer firm

Wealth Beyond Math CRD 331995

$5.02M regulatory AUM 7 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• SUBCONTRACT FINANCIAL PLANNING SERVICES TO OTHER INVESTMENT ADVISER

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2016 → 08/2021
  Evensky & Katz/Foldes Wealth Management
  Coral Gables, FL
• 08/2021 → 04/2024
  Austin Asset
  Austin, TX
• 05/2024 → Present
  Wealth Beyond Math Llc
  Austin, TX
• 10/2025 → Present
  Kinder Institute Of Life Planning
  Littleton, MA

Previous Registrations

• 2021-09-17 → 2024-04-26
  Austin Asset
  Austin, TX
• 2016-08-15 → 2021-08-06
  Evensky & Katz/Foldes Wealth Management
  Coral Gables, FL

Other Businesses

Kinder Institute of Life Planning; Not investment-related; 690 Great Road, Littleton, MA 01460; Professional development organization; Assistant Trainer; 10/2025; 40 hours/month devoted; 10/month during securities trading hours; Provide training to financial advisors to incorporate financial planning into client work and review and grade case studies.

Designations

• Certified Financial Planner
• Chartered Financial Analyst

Other Names

• Fang