E
Edwin Chiang Investment Advisor
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Clients per advisor
0
Average account size
—
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
Financial planning
Expertise
General retirement planning
Income planning
Retirement withdrawal strategies
Cash flow / budgeting
Fee options
$200 per hour billed in 30-minute increments
Fee-only: $200 per hour billed in 30-minute increments
Main office location
Edwin Chiang Investment Advisor
La Verne CA, United States
Number of offices
1
Most active in
Edwin Chiang Investment Advisor 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:
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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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