Tom Chun is a CFP-designated registered investment advisor at Honu Wealth Management, based in Sunnyvale, CA, with 19 years of industry experience. Tom operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 86 clients with $140M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2M+ | 1.00% |
Fees above $2,000,000 are negotiable.
Fee Estimator
Location
Sunnyvale, CA
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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 →Other Business ActivitiesSells Insurance
Tom provides tax preparation services and has been a life and health insurance agent since 2003. He dedicates minimal time to preparing tax returns.
Employment History
Current Registrations
Honu Wealth Management
Previous Registrations
Honu Wealth Management
Hanvey Financial
State Registrations1 state
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