George Chang
Pillar Point Wealth Management · San Francisco, California
George Chang is a fee-only financial advisor at Pillar Point Wealth Management in San Francisco, California. George charges a percentage of assets and an ongoing planning fee (ongoing planning from $4,200 a year and 0.95% a year on the first tier of assets managed) and focuses on physicians & residents and equity compensation.
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Specialties
Who they serve
- Physicians
- Mid-life transitions
- Tech employees
Facts
| Firm | Pillar Point Wealth Management |
|---|---|
| Based in | San Francisco, California |
| Fee model | Percentage of assets · Ongoing planning fee |
| Fees (firm's website) | Ongoing planning from $4,200 a year · 0.95% a year on the first tier of assets managed |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $7.3M across 24 accounts |
| SEC registration | Investment adviser representative in CA, TX · CRD 5275124 |
| Exams passed | Series 65 (2025) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.pillarpointwealth.com |
| Profile |
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Questions about George
Is George Chang a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: George holds no broker registration, and Pillar Point Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does George charge for financial advice?
George charges a percentage of assets and an ongoing planning fee.
How much does George charge?
According to Pillar Point Wealth Management's website, checked October 30, 2026: ongoing planning from $4,200 a year; 0.95% a year on the first tier of assets managed.
Does George work with clients virtually?
Yes. Pillar Point Wealth Management says on its website that it works with clients remotely.
Where is George Chang based?
George Chang is based in San Francisco, California.
What does George specialize in?
George's specialties include physicians & residents and equity compensation. George works with physicians, mid-life transitions and tech employees.
Is George Chang registered with the SEC?
Yes. George Chang is registered as an investment adviser representative in CA and TX (CRD 5275124), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Pillar Point Wealth Management manage?
Pillar Point Wealth Management reports $7.3M across 24 accounts in assets under management.
How do I contact George Chang?
Through George's website, www.pillarpointwealth.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
- Pillar Point Wealth Management 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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