# Jun Chen

> Jun Chen is a fee-only financial advisor at Fidare Wealth Solutions in New York, New York. Jun focuses on retirement planning, estate & legacy planning and tax planning. Fidare Wealth Solutions reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Fidare Wealth Solutions
- **Based in:** New York, New York
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $14.2M across 37 accounts
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning
- **CRD:** 6091286 (https://adviserinfo.sec.gov/individual/summary/6091286)
- **SEC registration:** Investment adviser representative in NY
- **Exams passed:** Series 66 (2017)
- **Firm size:** 3 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** https://fidarewealth.com

## Frequently asked questions

### Is Jun Chen a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jun holds no broker registration, and Fidare Wealth Solutions reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Jun charge for financial advice?

Jun's firm, Fidare Wealth Solutions, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Jun Chen based?

Jun Chen is based in New York, New York.

### What does Jun specialize in?

Jun's specialties include retirement planning, estate & legacy planning and tax planning.

### Is Jun Chen registered with the SEC?

Yes. Jun Chen is registered as an investment adviser representative in NY (CRD 6091286), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Fidare Wealth Solutions manage?

Fidare Wealth Solutions reports $14.2M across 37 accounts in assets under management.

### How do I contact Jun Chen?

Through Jun's website, fidarewealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6091286): 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.fidarewealth.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.