John Chang is a registered investment advisor at Capital Planning Advisors LLC, based in Walnut Creek, CA, with 12 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 414 clients with $1.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees may be negotiable in certain instances.
Fee Estimator
Location
200 Pringle Avenue, Suite 555, Walnut Creek, CA, 94596
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Capital Planning Advisors LLC
Bedell Frazier Investment Counselling, LLC.
Previous Registrations
Stifel, Nicolaus & Company, Incorporated
Thomas Weisel Partners LLC
Wachovia Securities, LLC
Prudential Securities Incorporated
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.