Edwin Chiang Investment Advisor
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides as-needed financial planning and investment consultation to individuals and families, including retirement planning, goals prioritization, and asset-allocation advice. It does not provide continuous, discretionary portfolio management and does not maintain custody of client assets or report assets under management.
Recommendations emphasize passive, low-cost index funds, dollar-cost averaging, balanced asset allocation with a focus on capital preservation, and tax-efficient placement, drawing on both the firm’s analysis and third‑party research to match client risk tolerance and time horizon. The firm operates on a fee-only, hourly basis and does not accept commissions or compensation from product providers.
Compared with many firms in the investment-manager category, this adviser is atypical in that it does not manage pooled or discretionary client assets, does not charge percentage‑of‑AUM or performance‑based fees, and does not provide ongoing performance reporting. The firm’s principal maintains a separate full‑time engineering career, which the brochure discloses and which may influence the availability and scope of ongoing services.
Client services
Expertise
Fee options
$200 per hour billed in 30-minute increments
Fee-only: $200 per hour billed in 30-minute increments
Main office
La Verne CA
Advisors at this office
1
Most active in
California
Also doing business as
Chiang, Edwin · Chiang, Edwin, Der Yee · Edwin Chiang Investment Advisor
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.
Forms ADV
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