Jun Chen
Fidare Wealth Solutions · New York, New York
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.
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Specialties
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 | $14.2M across 37 accounts |
| SEC registration | Investment adviser representative in NY · CRD 6091286 |
| Exams passed | Series 66 (2017) |
| Firm size | 3 employees |
| Disclosures | Reported; see the SEC record |
| Website | fidarewealth.com |
| Profile |
How Jun's firm compares
- Fidare Wealth Solutions's average account is about $383,000, from its Form ADV (assets managed divided by 37 accounts).
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Questions about Jun
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.
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
- Fidare Wealth Solutions 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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