Julia Chung
Spring Financial Planning · Surrey, British Columbia, Canada
Julia Chung is a fee-only financial advisor at Spring Financial Planning in Surrey, British Columbia, Canada, who holds the CFP, CLU and FEA credentials. Julia charges a one-time planning fee and an ongoing planning fee (ongoing planning from C$2,500 a year and one-time plans from C$9,750) and focuses on retirement planning, cross-border (US / Canada) and small business owners.
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Specialties
Who they serve
- Founders
- Multi-generational families
- Cross-border families
Facts
| Firm | Spring Financial Planning |
|---|---|
| Based in | Surrey, British Columbia, Canada |
| Fee model | One-time planning fee · Ongoing planning fee |
| Fees (firm's website) | Ongoing planning from C$2,500 a year · One-time plans from C$9,750 |
| Credentials | CFP · CLU · FEA |
| Website | springplans.ca |
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Questions about Julia
Is Julia Chung a fee-only financial advisor?
Yes. Julia Chung is listed in the Canadian fee-only planners directory (a directory limited to fee-only planners).
How does Julia charge for financial advice?
Julia charges a one-time planning fee and an ongoing planning fee.
How much does Julia charge?
According to Spring Financial Planning's website, checked October 28, 2026: ongoing planning from C$2,500 a year; one-time plans from C$9,750.
Where is Julia Chung based?
Julia Chung is based in Surrey, British Columbia, Canada.
What does Julia specialize in?
Julia's specialties include retirement planning, cross-border (US / Canada), small business owners, family wealth transfer and estate & legacy planning. Julia works with founders, multi-generational families and cross-border families.
What credentials does Julia Chung hold?
Julia Chung holds the CFP, CLU and FEA credentials.
How do I contact Julia Chung?
Through Julia's website, springplans.ca.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- Canadian fee-only planners directory : a directory limited to fee-only planners
- Spring Financial Planning website : specialties, clients served, and fees, checked October 28, 2026
- Directory listing last checked April 21, 2026.
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