Kyle Chuang is a CFP-designated registered investment advisor at Pantheon Wealth Planning, based in San Jose, CA, with 18 years of industry experience. Kyle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, High Net Worth, and 5 more. Their firm serves 41 clients.
Compensation
Firm Size
IM Fee
Fee Structure
Pantheon Wealth Planning offers ongoing "Concierge Services" for a fixed annual fee, ranging from $1,900 to $15,000. These services include meetings and communication throughout the year to discuss financial planning issues and update the written financial plan as needed.
Pantheon Wealth Planning offers one-time financial planning services for a fixed fee between $1,900 and $15,000. They also offer hourly consultations at a rate of $350 to $600 per hour. The financial plans cover areas like tax strategies, investment management, retirement planning, education funding, insurance, and estate planning.
Location
1798 Technology Dr Ste 200, San Jose, CA, 95110-1320
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Pantheon Wealth Planning
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Farmers Financial Solutions, LLCBroker
State Registrations2 states
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