# Hui-chin Chen

> Hui-chin Chen is a fee-only financial advisor at Jade & Cowry in Arlington, Virginia, who holds the CFP credential. Hui-chin charges a flat fee or retainer, an ongoing planning fee and hourly fees (ongoing planning from $6,300 a year and $500 an hour) and focuses on international & expat planning, equity compensation and tax planning.

Page: https://find.wellspent.co/advisors/hui-chin-chen/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Jade & Cowry
- **Based in:** Arlington, Virginia
- **Fee model:** Flat fee or retainer; Ongoing planning fee; Hourly
- **Fees (firm's website):** ongoing planning from $6,300 a year; $500 an hour; no asset minimum
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $65.1M across 141 accounts
- **Credentials:** CFP
- **Specialties:** International & expat planning, Equity compensation, Tax planning, Estate & legacy planning, Small business owners
- **Works with:** Cross-border families, Newcomers (immigration), Tech employees, Founders
- **CRD:** 6304697 (https://adviserinfo.sec.gov/individual/summary/6304697)
- **SEC registration:** Investment adviser representative in CA, DC, MD, NY, TX, VA, WA
- **Exams passed:** Series 65 (2013)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://jadeandcowrywealth.com

## Frequently asked questions

### Is Hui-chin Chen a fee-only financial advisor?

Yes. Hui-chin Chen is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Hui-chin's firm.

### How does Hui-chin charge for financial advice?

Hui-chin charges a flat fee or retainer, an ongoing planning fee and hourly fees.

### How much does Hui-chin charge?

According to Jade & Cowry's website, checked October 28, 2026: ongoing planning from $6,300 a year; $500 an hour; no asset minimum.

### Where is Hui-chin Chen based?

Hui-chin Chen is based in Arlington, Virginia.

### What does Hui-chin specialize in?

Hui-chin's specialties include international & expat planning, equity compensation, tax planning, estate & legacy planning and small business owners. Hui-chin works with cross-border families, newcomers (immigration), tech employees and founders.

### What credentials does Hui-chin Chen hold?

Hui-chin Chen holds the CFP credential.

### Is Hui-chin Chen registered with the SEC?

Yes. Hui-chin Chen is registered as an investment adviser representative in CA, DC, MD, NY, TX, VA and WA (CRD 6304697), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Jade & Cowry manage?

Jade & Cowry reports $65.1M across 141 accounts in assets under management.

### How do I contact Hui-chin Chen?

Through Hui-chin's website, jadeandcowrywealth.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/hui-chin-chen-10543): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://jadeandcowrywealth.com/): specialties, clients served, and fees, checked October 28, 2026

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