Chen Financial Group, LLC

Public-record details

Address

1600 W. Hillsdale Blvd, Suite 102, San Mateo, CA 94402

Phone

(650) 631-0600

Listed under

Financial planning, Hourly fees, Flat / fixed fees, Retirement plan consulting

CRD number

133336

Registration

State registered: CA

Compensation (Form ADV 5.E)

Hourly charges; Fixed fees

Commissions

None reported (Form ADV Item 5.E)

Services (Form ADV 5.G)

Financial planning; Pension consulting; Selection of other advisers; Educational seminars/workshops

Clients reported (Form ADV 5.D)

57

Individual / high-net-worth clients

54 / 0

Employees

4

Other business activities (Form ADV 6.A)

None reported

Disclosures reported on Form ADV

None reported

Latest Form ADV filing

2026-07-13

State registered (CA) investment adviser, CRD 133336, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

• SEC IAPD summary for CRD 133336 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
• FINRA BrokerCheck — look up the individual advisers at this firm.
• Firm website (as listed on Form ADV)

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.