Spring Chen is a registered investment advisor at Classiccpa, based in Irvine, CA. Spring 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, High Net Worth, and 4 more.
Compensation
Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only
Fee Structure
Investment management only (planning not offered)
- Comprehensive financial plan — Fixed fees ranging from $1,000 to $10,000 depending on the scope of services, financial complexity, and time required
- Hourly consulting — $500 per hour for financial planning services
One-Time Plan:$1,000 - $10,000
Hourly Rate:$500/hr
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Location
Irvine, CA
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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.
Learn about disclosures →Employment History
Current Registrations
Classiccpa
March 2026 - Present · 7 mos
State Registrations1 state
CA
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.
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