# Didi Chen > Didi Chen is a fee-only financial advisor at Everleap Financial Planning in Newcastle, Washington, who holds the CFP and CFA credentials. Didi charges a one-time planning fee and hourly fees (ongoing planning from $4,500 a year and one-time plans from $1,200) and focuses on tax planning, retirement planning and equity compensation. Page: https://find.wellspent.co/advisors/didi-chen/ Built from public directory listings; last checked April 21, 2026. ## Facts - **Firm:** Everleap Financial Planning - **Based in:** Newcastle, Washington - **Fee model:** One-time planning fee; Hourly - **Fees (firm's website):** ongoing planning from $4,500 a year; one-time plans from $1,200; $300 an hour - **Fees (Advice-Only Network profile):** one-time plans from $3,600; $300 an hour - **Works virtually:** Yes (firm's website) - **Accepting new clients:** Yes (firm's website) - **Credentials:** CFP, CFA - **Specialties:** Tax planning, Retirement planning, Equity compensation, Estate & legacy planning, Flat-fee planning - **Works with:** Newcomers (immigration), High earners, Tech employees, Mid-life transitions - **CRD:** 6188753 (https://adviserinfo.sec.gov/individual/summary/6188753) - **SEC registration:** Investment adviser representative in WA - **Exams passed:** Series 65 (2013) - **Firm size:** 1 employee - **Disclosures:** None reported - **Website:** https://everleapfp.com ## About Didi Chen, CFP, founded Everleap Financial Planning to help immigrants, Asian Americans and their families gain clarity about money as they plan ahead. Born and raised in China, she spent more than a decade in finance and tech, reaching titles and income she once could not imagine, while carrying pressures many immigrants know: visa uncertainty, the drive to prove herself and quiet burnout. After her daughter was born, she rethought what she wanted from life, left a high-paying tech career and returned to the financial industry with a new perspective. Didi pairs technical skill with lived experience to guide clients through transitions in money, career and family. She starts by listening and learning a client's context without rushing, then makes room for open conversations about options and tradeoffs. Together they explore what enough really means and how to build a life that feels fulfilling, not only successful, with resources aligned to what matters most. ## Frequently asked questions ### Is Didi Chen a fee-only financial advisor? Yes. Didi Chen is listed in the XY Planning Network directory (XYPN members are fee-only) and the Advice-Only Network (advice-only practices, no product sales). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Didi's firm. ### How does Didi charge for financial advice? Didi charges a one-time planning fee and hourly fees. ### How much does Didi charge? According to Everleap Financial Planning's website, checked October 28, 2026: ongoing planning from $4,500 a year; one-time plans from $1,200; $300 an hour. ### Does Didi work with clients virtually? Yes. Everleap Financial Planning says on its website that it works with clients remotely. ### Where is Didi Chen based? Didi Chen is based in Newcastle, Washington. ### What does Didi specialize in? Didi's specialties include tax planning, retirement planning, equity compensation, estate & legacy planning and flat-fee planning. Didi works with newcomers (immigration), high earners, tech employees and mid-life transitions. ### What credentials does Didi Chen hold? Didi Chen holds the CFP and CFA credentials. ### Is Didi Chen registered with the SEC? Yes. Didi Chen is registered as an investment adviser representative in WA (CRD 6188753), per SEC Investment Adviser Public Disclosure data as of October 27, 2026. ### How do I contact Didi Chen? Through Didi's website, everleapfp.com. ## Sources - XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/didi-chen-85136): XYPN members are fee-only - Advice-Only Network listing: advice-only practices, no product sales - SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026 - The firm's website (https://everleapfp.com/): specialties, clients served, and fees, checked October 28, 2026 --- Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.