Steven Yick Tung Chau
SC
CFP
Steven Yick Tung Chau
SC
CFP

Steven Chau

13 Years of Experience
Gilbert, AZ

Steven Chau is a CFP-designated registered investment advisor at Know Your Worth Financial, based in Gilbert, AZ, with 13 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 7 more. Their firm serves 4 clients with $1.6M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
4 clients
Average Client Portfolio
$404K average
Assets Under Management
$1.6M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M0.30%
$1M+0.25%

Fees are calculated based on the average daily balance over the previous quarter. Third-party manager (XYIS) option is available at higher rates (0.60% up to $1M, 0.55% above $1M).

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Contact

Steven Yick Tung Chau
SC
Steven Chau

Location

Gilbert, AZ

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Know Your Worth Financial
March 2020 - Present · 6 yrs 7 mos
Previous Registrations
Vanguard Marketing CorporationBroker
March 2017 - July 2019 · 2 yrs 4 mos
Vanguard Advisers, INC.
March 2017 - July 2019 · 2 yrs 4 mos
Bayntree Wealth Advisors, LLC
May 2016 - November 2016 · 6 mos
USAA Financial Planning Services
December 2013 - April 2015 · 1 yr 4 mos
USAA Financial Advisors, INC.Broker
January 2013 - April 2015 · 2 yrs 3 mos
Charles Schwab & CO., INC.Broker
January 2011 - December 2012 · 1 yr 11 mos
State Registrations2 states
AZTX
Advisor

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.

Exams
No exam information available for this advisor.
Additional Information

I started Know Your Worth Financial to help educate and serve young minority professionals in this increasingly complex financial environment. The vision is to help people learn that they don’t need to settle for less; by simplifying personal finance and offering a safe space for people to talk openly about money so they can get the tools necessary for building a stable future.

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Steven Yick Tung Chau
SC
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Steven Chau