Stephen Chen
Boldin · Mill Valley, California
Stephen Chen is a fee-only financial advisor at Boldin in Mill Valley, California. Stephen charges a flat fee or retainer and an ongoing planning fee (ongoing planning from $168 a year and one-time plans from $3,200) and focuses on flat-fee planning and retirement planning.
Request an introduction to Stephen →
Specialties
Facts
| Firm | Boldin |
|---|---|
| Based in | Mill Valley, California |
| Fee model | Flat fee or retainer · Ongoing planning fee |
| Fees (firm's website) | Ongoing planning from $168 a year · One-time plans from $3,200 |
| Accepting new clients | Yes |
| SEC registration | Investment adviser representative in TX · CRD 2385169 |
| Exams passed | Series 65 (2018) |
| Firm size | 15 employees |
| Disclosures | None reported |
| Website | www.boldin.com |
| Profile |
How Stephen's firm compares
- Ongoing planning starts at $168 a year, below the California median of $6,000 for fee-only firms that publish prices.
- A one-time plan starts at $3,200, above the California median of $2,500 for fee-only firms that publish prices.
Request an introduction to Stephen
Tell Stephen a little about what you're looking for. Stephen 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 Stephen
Is Stephen Chen a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Stephen holds no broker registration, and Boldin 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 charges a flat fee or retainer and an ongoing planning fee.
How much does Stephen charge?
According to Boldin's website, checked October 30, 2026: ongoing planning from $168 a year; one-time plans from $3,200.
Where is Stephen Chen based?
Stephen Chen is based in Mill Valley, California.
What does Stephen specialize in?
Stephen's specialties include flat-fee planning and retirement planning.
Is Stephen Chen registered with the SEC?
Yes. Stephen Chen is registered as an investment adviser representative in TX (CRD 2385169), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How do I contact Stephen Chen?
Through Stephen's website, www.boldin.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
- Boldin 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.