Inplay Global Advisors
44yrs
Top advisor by experience in San Marino
5yrs
Alan Yang
Financial advisor at Wealth Enhancement Advisory Services
Based in San Marino, California, Alan Yang is a fiduciary financial advisor with 5 years of industry experience. Alan has been with Wealth Enhancement Advisory Services since 2024; before that, Alan spent a year at Transglobal Advisory. Wealth Enhancement Advisory Services offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 25 advisors with offices in San Marino, and one of 25 fiduciaries.
At a glance
Experience5 years (since 2021)
How that compares ?5 years in the industry
Office2650 Mission St Suite 205, San Marino, CA 91108
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$1.38 million
Advisors at the firm1,020
States licensed ?1 state
Services through Wealth Enhancement Advisory Services
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- 2024 – nowWealth Enhancement Advisory Services, LLCCurrent firm
- Feb 2022 – Jan 2023Transglobal Advisory, LLCPreviously
Contact Alan
Local office(626) 286-4029Ask for Alan. (763) 417-1700Main office · Plymouth, MN 2650 Mission St Suite 205San Marino, CA 91108Office · Get directions Firm websitewww.wealthenhancement.com
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Questions to ask Alan
Tailored to Alan’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Alan
How do I contact Alan?
Call Alan’s local office at (626) 286-4029 or the Wealth Enhancement Advisory Services main office at (763) 417-1700, and ask for Alan Yang.
How long has Alan been a financial advisor?
Alan has been in the industry since 2021, about 5 years. 5 years in the industry.
What licenses does Alan hold?
Series 65. Tap any license on this page to see what it allows.
Is Alan a fiduciary?
Alan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Alan paid?
Wealth Enhancement Advisory Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Alan for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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