Chen Financial Group, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
This total excludes 3 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
54
0% high-net worth
Advisors
1
of 4 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
54
TypicalAverage account size
$0
About
The firm provides comprehensive financial life planning and related advisory services to individuals, families, trusts, estates, non-profits and companies. Offerings include written financial plans, plan monitoring, investment policy statements, executor/trust settlement support, employer-sponsored financial counseling and retirement plan consulting, as well as limited hourly planning.
The firm emphasizes a planning-centered process that addresses net worth, cash flow, investment strategy, tax and estate issues and documents guidelines in written Investment Policy Statements. It generally charges fixed or hourly fees rather than percentage-of-assets arrangements and does not manage client assets, accept custody, or assume discretionary trading authority, instead assisting clients with implementation and coordinating with other advisors.
Notable distinctions include a practice that provides employer-facing education and enrollment meetings, participant seminars and retirement-plan benchmarking as part of company-sponsored financial counseling. The firm’s principal combines engineering and technology industry experience with professional financial credentials (CFP, AIF, CRPS) and maintains insurance and mortgage licenses; any related-person compensation from product implementation is disclosed to clients.
Client services
Financial planning
Pension consulting
Selection of other advisers
Educational seminars or workshops
Comprehensive financial planning, plan monitoring, ips developement, financial counseling, estate planning,
Comprehensive financial planning, plan monitoring, ips developement, financial counseling, estate planning,
Expertise
General retirement planning
Debt management
Occupation focus
Founder/Business Owner
Self-Employed
Fee options
Comprehensive Financial Life Planning, Investment Policy Statement, Executor/Trustee Support, Company Sponsored Financial Counseling, Company Retirement Plan Services as noted above.
Hourly Financial Planning: $300 to $500 per hour.
Fee-only: Comprehensive Financial Life Planning: $4,500 to $15,000 flat fee; Investment Policy Statement: $2,500 to $5,000 flat fee; Executor/Trustee Estate and/or Trust Settlement Support: $1,200 per quarter; Company Sponsored Financial Counseling: $800 to $2,000 per day; Company Retirement Plan Services: $1,000 one-time setup fee, $1,500 for plan review, $1,500 to $4,000 annual fee invoiced semi-annually.
Main office location
Chen Financial Group, LLC
1600 W. Hillsdale Blvd, Suite 102
San Mateo CA 94402, United States
Number of offices
1
Most active in
Chen Financial Group, LLC has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
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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