Fee-only adviser · San Mateo, CA
Chen Financial Group, LLC
Chen Financial Group, LLC is a fee-only investment adviser registered with the securities regulator of California, with its main office in San Mateo, California. On its latest Form ADV, filed July 13, 2026, it reports 54 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: California |
|---|---|
| Firm CRD number | 133336 |
| Office | 1600 W. Hillsdale Blvd Suite 102 San Mateo, CA 94402 |
| Phone | (650) 631-0600 |
| Website | www.chenfinancial.com |
| Regulatory assets under management | Not reported |
| Individual clients | 54 non-high-net-worth, 0 high-net-worth |
| Financial planning clients | 51-100 |
| How it charges | Hourly, Fixed fee |
| Services | Financial planning, Pension consulting, Selection of other advisers, Educational seminars |
| Employees | 4 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | July 13, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in San Mateo
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- International Asset Management $173M
- King Wealth Advisors, LLC $94M
- Roach Investment Services $56M
- Caregen Wealth Management $110M
- Tamarind Financial Planning Not reported
See all 20 fee-only advisers in San Mateo →
Nearby
- Foster City 6 firms
- Burlingame 7 firms
- Redwood City 6 firms
- Redwood Shores 3 firms
- San Carlos 1 firm
- Millbrae 1 firm
- Woodside 1 firm
- South San Francisco 2 firms
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