David Chong
Oaktree Wealth Group · Brea, California
David Chong is a fee-only financial advisor at Oaktree Wealth Group in Brea, California, who holds the CFP and CFA credentials. David charges a percentage of assets and a one-time planning fee (one-time plans from $500 and 1% a year on the first tier of assets managed) and focuses on small business owners and family wealth transfer.
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Specialties
Facts
| Firm | Oaktree Wealth Group |
|---|---|
| Based in | Brea, California |
| Fee model | Percentage of assets · One-time planning fee |
| Fees (firm's website) | One-time plans from $500 · 1% a year on the first tier of assets managed |
| Accepting new clients | Yes |
| Assets under management | $10.2M across 22 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in CA · CRD 5254063 |
| Exams passed | Series 66 (2006) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.oaktreewealthgroup.com |
| Profile |
How David's firm compares
- A one-time plan starts at $500, below the California median of $2,500 for fee-only firms that publish prices.
- Oaktree Wealth Group's average account is about $464,000, from its Form ADV (assets managed divided by 22 accounts).
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Questions about David
Is David Chong a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Oaktree Wealth Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does David charge for financial advice?
David charges a percentage of assets and a one-time planning fee.
How much does David charge?
According to Oaktree Wealth Group's website, checked October 30, 2026: one-time plans from $500; 1% a year on the first tier of assets managed.
Where is David Chong based?
David Chong is based in Brea, California.
What does David specialize in?
David's specialties include small business owners and family wealth transfer.
What credentials does David Chong hold?
David Chong holds the CFP and CFA credentials.
Is David Chong registered with the SEC?
Yes. David Chong is registered as an investment adviser representative in CA (CRD 5254063), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Oaktree Wealth Group manage?
Oaktree Wealth Group reports $10.2M across 22 accounts in assets under management.
How do I contact David Chong?
Through David's website, www.oaktreewealthgroup.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
- Oaktree Wealth Group 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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