John Chavez
Multnomah Group · Carlsbad, California
John Chavez is a fee-only financial advisor at Multnomah Group in Carlsbad, California. John focuses on retirement planning. Multnomah Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Multnomah Group |
|---|---|
| Based in | Carlsbad, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $2.67B across 374 accounts |
| SEC registration | Investment adviser representative in CA · CRD 2451722 |
| Exams passed | Series 63 (2025) · Series 65 (2011) |
| Firm size | 21 employees |
| Disclosures | None reported |
| Website | www.multnomahgroup.com |
How John's firm compares
- Multnomah Group's average account is about $7.1 million, from its Form ADV (assets managed divided by 374 accounts).
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Questions about John
Is John Chavez a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: John holds no broker registration, and Multnomah Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does John charge for financial advice?
John's firm, Multnomah Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is John Chavez based?
John Chavez is based in Carlsbad, California.
What does John specialize in?
John's specialties include retirement planning. John works with retirees and pre-retirees.
Is John Chavez registered with the SEC?
Yes. John Chavez is registered as an investment adviser representative in CA (CRD 2451722), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Multnomah Group manage?
Multnomah Group reports $2.67B across 374 accounts in assets under management.
How do I contact John Chavez?
Through John's website, www.multnomahgroup.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
- Multnomah Group 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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