Raymond Tan
California Financial Advisors · San Ramon, California
Raymond Tan is a fee-only financial advisor at California Financial Advisors in San Ramon, California, who holds the ChFC credential. Raymond charges a percentage of assets and an ongoing planning fee (1.2% a year on the first tier of assets managed and a $100,000 asset minimum) and focuses on retirement planning.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | California Financial Advisors |
|---|---|
| Based in | San Ramon, California |
| Fee model | Percentage of assets · Ongoing planning fee |
| Fees (firm's website) | 1.2% a year on the first tier of assets managed · A $100,000 asset minimum |
| Assets under management | $2.26B across 3,547 accounts |
| Credentials | ChFC |
| SEC registration | Investment adviser representative in CA, TX · CRD 1717557 |
| Exams passed | Series 63 (1998) |
| Firm size | 14 employees |
| Disclosures | None reported |
| Website | www.calfinad.com |
How Raymond's firm compares
- California Financial Advisors's average account is about $638,000, from its Form ADV (assets managed divided by 3,547 accounts).
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Questions about Raymond
Is Raymond Tan a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Raymond holds no broker registration, and California Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Raymond charge for financial advice?
Raymond charges a percentage of assets and an ongoing planning fee.
How much does Raymond charge?
According to California Financial Advisors's website, checked October 30, 2026: 1.2% a year on the first tier of assets managed; a $100,000 asset minimum.
Where is Raymond Tan based?
Raymond Tan is based in San Ramon, California.
What does Raymond specialize in?
Raymond's specialties include retirement planning. Raymond works with retirees and pre-retirees.
What credentials does Raymond Tan hold?
Raymond Tan holds the ChFC credential.
Is Raymond Tan registered with the SEC?
Yes. Raymond Tan is registered as an investment adviser representative in CA and TX (CRD 1717557), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does California Financial Advisors manage?
California Financial Advisors reports $2.26B across 3,547 accounts in assets under management.
How do I contact Raymond Tan?
Through Raymond's website, www.calfinad.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
- California Financial Advisors 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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