Keo Chao
Point4ward Financial Planning · Walnut Creek, California
Keo Chao is a fee-only financial advisor at Point4ward Financial Planning in Walnut Creek, California, who holds the CFP credential. Point4ward Financial Planning reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Keo →
Who they serve
- Executives
- Tech employees
- Physicians
Facts
| Firm | Point4ward Financial Planning |
|---|---|
| Based in | Walnut Creek, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $4.1M across 12 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 5206791 |
| Exams passed | Series 66 (2007) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.point4wardfp.com |
Request an introduction to Keo
Tell Keo a little about what you're looking for. Keo 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 Keo
Is Keo Chao a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Keo holds no broker registration, and Point4ward Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Keo charge for financial advice?
Keo's firm, Point4ward Financial Planning, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Keo Chao based?
Keo Chao is based in Walnut Creek, California.
What credentials does Keo Chao hold?
Keo Chao holds the CFP credential.
Is Keo Chao registered with the SEC?
Yes. Keo Chao is registered as an investment adviser representative in CA (CRD 5206791), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Point4ward Financial Planning manage?
Point4ward Financial Planning reports $4.1M across 12 accounts in assets under management.
How do I contact Keo Chao?
Through Keo's website, www.point4wardfp.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
- Point4ward Financial Planning 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.