Junmin Chang
Cannon Beach Financial Advisors · San Ramon, California
Junmin Chang is a fee-only financial advisor at Cannon Beach Financial Advisors in San Ramon, California. Cannon Beach Financial Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Junmin →
Facts
| Firm | Cannon Beach Financial Advisors |
|---|---|
| Based in | San Ramon, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $209.2M across 549 accounts |
| SEC registration | Investment adviser representative in CA, NC, TX · CRD 1996006 |
| Exams passed | Series 66 (2000) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.cannonbeachco.com |
| Profile |
How Junmin's firm compares
- Cannon Beach Financial Advisors's average account is about $381,000, from its Form ADV (assets managed divided by 549 accounts).
Request an introduction to Junmin
Tell Junmin a little about what you're looking for. Junmin 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 Junmin
Is Junmin Chang a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Junmin holds no broker registration, and Cannon Beach Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Junmin charge for financial advice?
Junmin's firm, Cannon Beach Financial Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Junmin Chang based?
Junmin Chang is based in San Ramon, California.
Is Junmin Chang registered with the SEC?
Yes. Junmin Chang is registered as an investment adviser representative in CA, NC and TX (CRD 1996006), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Cannon Beach Financial Advisors manage?
Cannon Beach Financial Advisors reports $209.2M across 549 accounts in assets under management.
How do I contact Junmin Chang?
Through Junmin's website, www.cannonbeachco.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
- 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.