Stephanie Chow
Harold Davidson & Associates · Los Angeles, California
Stephanie Chow is a fee-only financial advisor at Harold Davidson & Associates in Los Angeles, California. Stephanie focuses on retirement planning, estate & legacy planning and tax planning. Harold Davidson & Associates reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Harold Davidson & Associates |
|---|---|
| Based in | Los Angeles, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $390.5M across 423 accounts |
| SEC registration | Investment adviser representative in CA · CRD 7221549 |
| Exams passed | Series 66 (2024) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.hdainvest.com |
How Stephanie's firm compares
- Harold Davidson & Associates's average account is about $923,000, from its Form ADV (assets managed divided by 423 accounts).
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Questions about Stephanie
Is Stephanie Chow a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Stephanie holds no broker registration, and Harold Davidson & Associates reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Stephanie charge for financial advice?
Stephanie's firm, Harold Davidson & Associates, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Stephanie Chow based?
Stephanie Chow is based in Los Angeles, California.
What does Stephanie specialize in?
Stephanie's specialties include retirement planning, estate & legacy planning and tax planning.
Is Stephanie Chow registered with the SEC?
Yes. Stephanie Chow is registered as an investment adviser representative in CA (CRD 7221549), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Harold Davidson & Associates manage?
Harold Davidson & Associates reports $390.5M across 423 accounts in assets under management.
How do I contact Stephanie Chow?
Through Stephanie's website, www.hdainvest.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
- Harold Davidson & Associates 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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