David Chong is a CFA, CFP-designated registered investment advisor at Oaktree Wealth Group INC., based in Brea, CA, with 18 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 12 clients with $10M 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 | 1.00% |
| $1.0M - $4.0M | 0.75% |
| $4M+ | 0.50% |
Fee Estimator
Location
135 S. State College Blvd, Ste 200, Brea, CA, 92821
Get directionsHistory
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
David is the owner and president of Oaktree Wealth Group Inc, a financial advisory firm, and an investment adviser representative with Schomer Wealth Advisors, LLC. He is also a licensed insurance agent.
Employment History
Current Registrations
Oaktree Wealth Group INC.
Previous Registrations
Schomer Wealth Advisors, LLC
Park Avenue Securities LLC
Crown Wealth Management, INC.
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.