Elaine Chan
FIOH Global Asset Management and Strategies · Tacoma, Washington
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.
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Specialties
Who they serve
- Pre-retirees
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 | $46.4M across 196 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in WA · CRD 4995818 |
| Exams passed | Series 66 (2005) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.fiohinvestments.com |
| Profile |
How Elaine's firm compares
- FIOH Global Asset Management and Strategies's average account is about $237,000, from its Form ADV (assets managed divided by 196 accounts).
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Questions about Elaine
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.
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
- FIOH Global Asset Management and Strategies 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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