Andy Chong
Highline Wealth Partners · Sherman Oaks, California
Andy Chong is a fee-only financial advisor at Highline Wealth Partners in Sherman Oaks, California, who holds the CFA credential. Andy focuses on family wealth transfer and small business owners. Highline Wealth Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Executives
- Multi-generational families
Facts
| Firm | Highline Wealth Partners |
|---|---|
| Based in | Sherman Oaks, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Fees (firm's website) | A $1,000,000 asset minimum |
| Accepting new clients | Yes |
| Assets under management | $867.9M across 942 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in CA · CRD 3166279 |
| Exams passed | Series 63 (1999) |
| Firm size | 17 employees |
| Disclosures | None reported |
| Website | www.charlesworthrugg.com |
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Questions about Andy
Is Andy Chong a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Andy holds no broker registration, and Highline Wealth Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Andy charge for financial advice?
Andy's firm, Highline Wealth Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
How much does Andy charge?
According to Highline Wealth Partners's website, checked October 30, 2026: a $1,000,000 asset minimum.
Where is Andy Chong based?
Andy Chong is based in Sherman Oaks, California.
What does Andy specialize in?
Andy's specialties include family wealth transfer and small business owners. Andy works with executives and multi-generational families.
What credentials does Andy Chong hold?
Andy Chong holds the CFA credential.
Is Andy Chong registered with the SEC?
Yes. Andy Chong is registered as an investment adviser representative in CA (CRD 3166279), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Highline Wealth Partners manage?
Highline Wealth Partners reports $867.9M across 942 accounts in assets under management.
How do I contact Andy Chong?
Through Andy's website, www.charlesworthrugg.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
- Highline Wealth Partners 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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