Anthony Chen is a registered investment advisor at Honorable Financial Services, LLC, based in Bedford, NH, with 11 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 37 clients with $10M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.80% |
The fee includes a fee charged by Betterment for the use of its platform calculated annually as 0.16% of assets under management. Betterment also charges Honorable Financial a fixed $150 monthly fee. The fee is not negotiable.
Fee Estimator
Location
8 Spyglass Point Circle, Bedford, NH, 03110
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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 Activities
Anthony works as a quality assurance manager for ClearCost Health, developing and selling healthcare software. This takes nearly full-time hours.
Employment History
Current Registrations
Honorable Financial Services, LLC
Previous Registrations
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
State Registrations2 states
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.