Cannon Beach Financial Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Cannon Beach Financial Advisors provides discretionary and non-discretionary portfolio management, comprehensive financial planning, and consulting to individuals, high‑net‑worth clients, and small‑business clients and their employees. The firm manages roughly $209 million in regulatory assets across about 122 client relationships and offers ongoing account supervision and periodic reviews.
The firm offers two primary investment programs — a fund/ETF‑centric Core strategy for simpler or legacy‑light accounts and a Core Plus strategy that adds individual security management and active sector positions for clients with more extensive legacy holdings. Investment decisions are guided by client objectives and employ a mix of asset allocation, fundamental, technical, quantitative and qualitative analysis; the firm may also use options, margin, short‑sale strategies and third‑party managers where appropriate.
Notable operational features include direct fee debit authority and the use of standing letters of authorization (SLOAs) for third‑party disbursements, which give the firm certain custody-related capabilities beyond routine custodial arrangements. The firm does not vote client proxies (clients retain that responsibility) and links preferred advisory tiers to ongoing financial planning engagements, points that prospective clients may want to consider when comparing governance and service structures.
Client services
Expertise
Occupation focus
Fee options
Financial Planning and Consulting Services flat fees typically ranging from $1,800 to $25,000
$0 - $500,000: 1.100% (Core Plus Tier 1) $500,001 - $1,000,000: 0.825% (Core Plus Tier 1) $1,000,001 - $2,500,000: 0.725% (Core Plus Tier 1) $2,500,001+: 0.625% (Core Plus Tier 1) $0 - $500,000: 1.200% (Core Plus Tier 2) $500,001 - $1,000,000: 0.950% (Core Plus Tier 2) $1,000,001 - $2,500,000: 0.825% (Core Plus Tier 2) $2,500,001+: 0.700% (Core Plus Tier 2) $0 - $500,000: 0.850% (Core Tier 1) $500,001 - $1,000,000: 0.650% (Core Tier 1) $1,000,001 - $2,500,000: 0.575% (Core Tier 1) $2,500,001+: 0.500% (Core Tier 1) $0 - $500,000: 0.975% (Core Tier 2) $500,001 - $1,000,000: 0.750% (Core Tier 2) $1,000,001 - $2,500,000: 0.650% (Core Tier 2) $2,500,001+: 0.575% (Core Tier 2)
$390 per hour for Financial Planning and Consulting Services
Minimum fee: Fee minimums for services provided, amount not specifically stated; minimums may be waived for legacy clients Fee-only: Financial Planning and Consulting fees charged on hourly basis ($390/hour) or fixed fee basis (typically $1,800 to $25,000)
Main office
See office2603 Camino Ramon, Suite 416
San Ramon CA 94583
Advisors at this office
1
Offices (2)
Most active in
California · Louisiana · Massachusetts · New Hampshire · North Carolina · Texas
Also doing business as
Cannon Beach Consultants · Cannon Beach Consultants Inc · Cannon Beach Financial Advisors · Chang Moore Jones Inc. · Evan Naomi Company
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Junmin C
Series 66
San Ramon, CA
Cannon Beach Financial Advisors
Junmin Chang is a financial advisor at Cannon Beach Financial Advisors with 25 years of industry experience. He holds a Series 66 designation and has been with Cannon Beach Consultants Inc since 2006. Outside of his advisory role, Chang is the managing partner and president of Redwood Investments - Tiger Investment Group, where he serves on the investment committee and acts as treasurer for the investment club. Cannon Beach Financial Advisors provides investment management, financial planning, and consulting services to individuals, high net worth clients, and small businesses. The firm employs a dual-strategy investment approach utilizing both core and active management techniques, supported by fundamental, technical, quantitative, and qualitative analysis.
Gregory R
CFP®, Series 63, Series 66
Brookline, MA
Cannon Beach Financial Advisors
Gregory Rogers is a CFP® with 16 years of industry experience and has been with Cannon Beach Financial Advisors since 2009. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he is a passive investor in a private retail company based in Cambridge, MA. Cannon Beach Financial Advisors provides investment management, financial planning, and consulting services to individuals, high net worth clients, and small businesses. The firm employs a dual-strategy approach combining mutual funds, ETFs, and liquid alternatives with active sector strategies and individual security management.
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