Chen Financial Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$0
Clients
54
Advisors
1
of 4 employees
About
Chen Financial Group serves individuals, families, trusts, estates, non-profit organizations and companies, including both individual and high-net-worth clients. The firm’s advisory offerings emphasize comprehensive financial life planning and related services — including plan monitoring, investment policy statements, executor/trust settlement support, company retirement plan services, company-sponsored financial counseling and limited hourly engagements.
The firm’s process begins with a written financial assessment and plan, followed by implementation support and periodic reviews; six months of plan monitoring are included with its planning engagements. Rather than managing client assets or taking discretionary authority, the firm provides advice and implementation recommendations and charges fixed or hourly fees instead of percentage-of-assets arrangements.
Notable distinctions include operating as a solo-practitioner advisory practice and providing employer-directed education and participant seminars as part of its retirement plan and company counseling services, features that are uncommon among peers. The principal maintains CFP and AIF credentials and holds insurance and mortgage licenses, and the firm discloses use of related persons and broker-dealer channels for implementation where compensation from product sales may offset ongoing planning fees.
Client services
Expertise
Occupation focus
Fee options
Comprehensive Financial Life Planning: $4,500 to $15,000; Investment Policy Statement: $2,500 to $5,000; Executor or Trustee Estate and/or Trust Settlement Support: $1,200 per quarter; Company Sponsored Financial Counseling: $800 to $2,000 per day; Company Retirement Plan: $1,500 plan review; $1,000 one-time set-up; $1,500 to $4,000 annual fee invoiced semi-annually
$300 to $500 per hour depending upon scope and resources
Main office
1600 W. Hillsdale Blvd, Suite 102
San Mateo CA 94402
Advisors at this office
1
Most active in
California
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.
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