Stephen Chang
Acts Financial Advisors · Mclean, Virginia
Stephen Chang is a fee-only financial advisor at Acts Financial Advisors in Mclean, Virginia. Stephen focuses on physicians & residents, small business owners and tax planning. Acts Financial Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Physicians
- Founders
Facts
| Firm | Acts Financial Advisors |
|---|---|
| Based in | Mclean, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $126.5M across 158 accounts |
| SEC registration | Investment adviser representative in MD, TX, VA · CRD 7717661 |
| Exams passed | Series 65 (2023) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.actsfinancialadvisors.com |
| Profile |
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Questions about Stephen
Is Stephen Chang a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Stephen holds no broker registration, and Acts Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Stephen charge for financial advice?
Stephen's firm, Acts Financial Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Stephen Chang based?
Stephen Chang is based in Mclean, Virginia.
What does Stephen specialize in?
Stephen's specialties include physicians & residents, small business owners, tax planning, student loans, retirement planning and estate & legacy planning. Stephen works with physicians and founders.
Is Stephen Chang registered with the SEC?
Yes. Stephen Chang is registered as an investment adviser representative in MD, TX and VA (CRD 7717661), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Acts Financial Advisors manage?
Acts Financial Advisors reports $126.5M across 158 accounts in assets under management.
How do I contact Stephen Chang?
Through Stephen's website, www.actsfinancialadvisors.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
- Acts 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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