Edwin Chiang Investment Advisor fees and pricing
Financial planner in La Verne, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 2, 2026, Edwin Chiang Investment Advisor charges $200 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 2, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $200/hr
“We provide fee-only, hourly, services billed at $200/hr in 30 minute increments on the final day of each month in which services were rendered.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Edwin Chiang Investment Advisor bills
Payment and refund terms, quoted from the fee section of the brochure.
- “This is a non-negotiable rate payable by check, bank draft or transfer.”
- “If the advisory contract is terminated before the end of the billing period the client will be billed for services rendered at the standard rate of $200/hr in 30 minute increments.”
- “As all fees are paid in arrears, no refunds are provided or needed.”
How Edwin Chiang Investment Advisor’s fees compare
- Its hourly rate of $200 is below the California median of $300. 9% of the 932 other California planners that publish an hourly rate charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Edwin Chiang Investment Advisor
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2023 (3 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees
- Charges a % of assets
- No
- Employees
- 1
- Services reported to regulators
- Financial planning
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 323996
- Phone
- (805) 312-8547
Other planners in California that publish fees
- 10/28 Wealth Management LLCOceanside$300/hr, $500-$10,000
- 360DividendsGranite Bay$300/hr, $2,500-$10,000
- 3D Holistic WealthIrvine$300/hr, $1,500-$10,000
- 401 FinancialSan Diego$250/hr, $500
- 5T Wealth, LLCNapa$200-$450/hr
- 7 Streets Financial, LLCSan Diego$100-$400/hr, Up to $15,000
Is something on this page wrong or out of date?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.