Abigail Chao
Cosmos Wealth · La Jolla, California
Abigail Chao is a fee-only financial advisor at Cosmos Wealth in La Jolla, California. Abigail focuses on retirement planning, tax planning and estate & legacy planning. Cosmos Wealth reports charging a percentage of assets and hourly fees on its Form ADV.
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Specialties
Who they serve
- Pre-retirees
- Retirees
- Ultra high net worth
Facts
| Firm | Cosmos Wealth |
|---|---|
| Based in | La Jolla, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Accepting new clients | Yes |
| Assets under management | $191.5M across 135 accounts |
| SEC registration | Investment adviser representative in CA · CRD 6634409 |
| Exams passed | Series 66 (2018) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | cosmoswealth.com |
| Profile |
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Questions about Abigail
Is Abigail Chao a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Abigail holds no broker registration, and Cosmos Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Abigail charge for financial advice?
Abigail's firm, Cosmos Wealth, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Abigail Chao based?
Abigail Chao is based in La Jolla, California.
What does Abigail specialize in?
Abigail's specialties include retirement planning, tax planning, estate & legacy planning and family wealth transfer. Abigail works with pre-retirees, retirees and ultra high net worth.
Is Abigail Chao registered with the SEC?
Yes. Abigail Chao is registered as an investment adviser representative in CA (CRD 6634409), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Cosmos Wealth manage?
Cosmos Wealth reports $191.5M across 135 accounts in assets under management.
How do I contact Abigail Chao?
Through Abigail's website, cosmoswealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Cosmos Wealth website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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