# Roger Chen

> Roger Chen is a fee-only financial advisor at MYeCFO in New York, New York, who holds the CFA credential. Roger focuses on tax planning and equity compensation. MYeCFO reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** MYeCFO
- **Based in:** New York, New York
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $263.4M across 187 accounts
- **Credentials:** CFA
- **Specialties:** Tax planning, Equity compensation
- **Works with:** High earners
- **CRD:** 7888385 (https://adviserinfo.sec.gov/individual/summary/7888385)
- **SEC registration:** Investment adviser representative in NY
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** https://myecfo.com

## Frequently asked questions

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

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

### How does Roger charge for financial advice?

Roger's firm, MYeCFO, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Roger Chen based?

Roger Chen is based in New York, New York.

### What does Roger specialize in?

Roger's specialties include tax planning and equity compensation. Roger works with high earners.

### What credentials does Roger Chen hold?

Roger Chen holds the CFA credential.

### Is Roger Chen registered with the SEC?

Yes. Roger Chen is registered as an investment adviser representative in NY (CRD 7888385), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does MYeCFO manage?

MYeCFO reports $263.4M across 187 accounts in assets under management.

### How do I contact Roger Chen?

Through Roger's website, myecfo.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7888385): 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://myecfo.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.