Keo Chao is a CFP-designated registered investment advisor at Point4ward Financial Planning, based in Walnut Creek, CA, with 17 years of industry experience. Keo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 9 clients with $2.9M 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 $1.0M | 0.65% |
| $1.0M - $2.5M | 0.55% |
| $2.5M - $5.0M | 0.45% |
| $5.0M - $10.0M | 0.35% |
| $10M+ | 0.25% |
Fees are negotiable.
Fee Estimator
Location
Walnut Creek, 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 →Employment History
Current Registrations
Point4ward Financial Planning
Previous Registrations
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Securities America Advisors, INC.
Securities America, INC.Broker
Foothill Securities, INC.Broker
Foothill Securities, INC.
LPL Financial LLC
LPL Financial LLCBroker
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Ameriprise Financial Services, INC.Broker
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.