# Elaine Chan

> Elaine Chan is a fee-only financial advisor at FIOH Global Asset Management and Strategies in Tacoma, Washington, who holds the CFP credential. Elaine focuses on retirement planning, small business owners and estate & legacy planning. FIOH Global Asset Management and Strategies reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/elaine-chan/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** FIOH Global Asset Management and Strategies
- **Based in:** Tacoma, Washington
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Languages:** Chinese
- **Assets under management (firm):** $46.4M across 196 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Small business owners, Estate & legacy planning
- **Works with:** Pre-retirees
- **CRD:** 4995818 (https://adviserinfo.sec.gov/individual/summary/4995818)
- **SEC registration:** Investment adviser representative in WA
- **Exams passed:** Series 66 (2005)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://www.fiohinvestments.com/

## Frequently asked questions

### Is Elaine Chan a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Elaine holds no broker registration, and FIOH Global Asset Management and Strategies reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Elaine charge for financial advice?

Elaine's firm, FIOH Global Asset Management and Strategies, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### What languages does Elaine work in?

Besides English, FIOH Global Asset Management and Strategies offers service in Chinese, according to its website.

### Where is Elaine Chan based?

Elaine Chan is based in Tacoma, Washington.

### What does Elaine specialize in?

Elaine's specialties include retirement planning, small business owners and estate & legacy planning. Elaine works with pre-retirees.

### What credentials does Elaine Chan hold?

Elaine Chan holds the CFP credential.

### Is Elaine Chan registered with the SEC?

Yes. Elaine Chan is registered as an investment adviser representative in WA (CRD 4995818), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does FIOH Global Asset Management and Strategies manage?

FIOH Global Asset Management and Strategies reports $46.4M across 196 accounts in assets under management.

### How do I contact Elaine Chan?

Through Elaine's website, www.fiohinvestments.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4995818): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.fiohinvestments.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.