Chen Financial Group, LLC fees and pricing
Financial planner in San Mateo, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated July 13, 2026, Chen Financial Group, LLC charges $300-$500 an hour, a flat or project fee of $4,500-$15,000, a quarterly fee of $1,200, and an annual fee of $1,500-$4,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed July 13, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $300-$500/hr
“The hourly charges will range from $300 to $500 per hour depending upon the scope of the project and resources required.”
- Flat or project fee
- $4,500-$15,000
“A flat fee ranging from $4,500 to $15,000 will be charged to the client.”
- Quarterly fee
- $1,200/qtr
“A quarterly fee of $1,200 payable in advance will be charged to the Client.”
- Annual fee
- $1,500-$4,000/yr
“An annual fee of $1,500 - $4,000 is charged based on the schedule of services selected by the Client.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Chen Financial Group, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are quoted in advance in writing, prior to any client engagement.”
- “Payment 1, which is equivalent to one half of the fee is payable in advance.”
- “One half of the fee is payable in advance as a deposit, and the balance shall be due upon the delivery of the Investment Policy Statement.”
How Chen Financial Group, LLC’s fees compare
- Its hourly rate of $300-$500 is above the California median of $300. 74% of the 932 other California planners that publish an hourly rate charge less.
- 7 of the 11 other planners in San Mateo that publish an hourly rate charge less.
- Its flat or project fee of $4,500-$15,000 spans the California median of $5,000. 77% of the 796 other California planners that publish a flat or project fee charge less.
- 9 of the 10 other planners in San Mateo that publish a flat or project fee charge less.
- Its annual fee of $1,500-$4,000 is below the California median of $6,250. 21% of the 224 other California planners that publish an annual fee charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Chen Financial Group, LLC
- Firm size: 4 employees.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2009 (17 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees
- Charges a % of assets
- No
- Clients
- 54
- Employees
- 4
- Works with
- Individuals and businesses
- Services reported to regulators
- Financial planning, pension consulting, selecting other advisers, educational seminars and workshops, and other services
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 133336
- Phone
- (650) 631-0600
Other planners in San Mateo that publish fees
- Balopole Investment Management CorporationSan Mateo$150/hr
- Banyan Lake Capital LLCSan Mateo$225/hr
- Barson Financial PlanningSan Mateo$500-$5,000
- Bixy Wealth LLCSan Mateo$250/hr, $1,000-$10,000
- Bucher Wealth AdvisorsSan Mateo$2,500
- Caregen Wealth ManagementSan Mateo$450/hr, $900-$10,000/qtr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.