# John Lui

> John Lui is a fee-only financial advisor at Chatham Wealth Management in Chatham, New Jersey. John charges a percentage of assets and focuses on retirement planning and estate & legacy planning.

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

## Facts

- **Firm:** Chatham Wealth Management
- **Based in:** Chatham, New Jersey
- **Fee model:** Percentage of assets
- **Assets under management (firm):** $642.9M across 622 accounts
- **Specialties:** Retirement planning, Estate & legacy planning
- **CRD:** 5188925 (https://adviserinfo.sec.gov/individual/summary/5188925)
- **SEC registration:** Investment adviser representative in NJ
- **Exams passed:** Series 65 (2007)
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** https://www.chathamwealth.com/

## Frequently asked questions

### Is John Lui a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: John holds no broker registration, and Chatham Wealth Management 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 charges a percentage of assets.

### Where is John Lui based?

John Lui is based in Chatham, New Jersey.

### What does John specialize in?

John's specialties include retirement planning and estate & legacy planning.

### Is John Lui registered with the SEC?

Yes. John Lui is registered as an investment adviser representative in NJ (CRD 5188925), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Chatham Wealth Management manage?

Chatham Wealth Management reports $642.9M across 622 accounts in assets under management.

### How do I contact John Lui?

Through John's website, www.chathamwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5188925): 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.chathamwealth.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.