Allan Leung
Planvision · Millbrae, California
Allan Leung is a fee-only financial advisor at Planvision in Millbrae, California, who holds the CFP credential. Planvision reports charging fixed fees on its Form ADV.
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Facts
| Firm | Planvision |
|---|---|
| Based in | Millbrae, California |
| Fee model (firm's Form ADV) | Fixed fees |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 7638812 |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.planvisionclients.com |
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Questions about Allan
Is Allan Leung a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Allan holds no broker registration, and Planvision reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Allan charge for financial advice?
Allan's firm, Planvision, reports charging fixed fees on its SEC Form ADV.
Where is Allan Leung based?
Allan Leung is based in Millbrae, California.
What credentials does Allan Leung hold?
Allan Leung holds the CFP credential.
Is Allan Leung registered with the SEC?
Yes. Allan Leung is registered as an investment adviser representative in CA (CRD 7638812), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How do I contact Allan Leung?
Through Allan's website, www.planvisionclients.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
- 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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