John Lui
Chatham Wealth Management · Chatham, New Jersey
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.
Request an introduction to John →
Specialties
Facts
| Firm | Chatham Wealth Management |
|---|---|
| Based in | Chatham, New Jersey |
| Fee model | Percentage of assets |
| Assets under management | $642.9M across 622 accounts |
| SEC registration | Investment adviser representative in NJ · CRD 5188925 |
| Exams passed | Series 65 (2007) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.chathamwealth.com |
How John's firm compares
- Chatham Wealth Management's average account is about $1.0 million, from its Form ADV (assets managed divided by 622 accounts).
Request an introduction to John
Tell John a little about what you're looking for. John isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about John
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Chatham
Other advisors in New Jersey who focus on retirement planning
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
- Chatham 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.
See something wrong? Request a correction. Read our methodology.