Steven Chau
Know Your Worth Financial · Tempe, Arizona
Steven Chau is a fee-only financial advisor at Know Your Worth Financial in Tempe, Arizona, who holds the CFP credential. Steven charges an ongoing planning fee and a one-time planning fee (ongoing planning from $1,800 a year and one-time plans from $250) and focuses on sustainable & impact investing.
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Specialties
Who they serve
- Early-career professionals
Facts
| Firm | Know Your Worth Financial |
|---|---|
| Based in | Tempe, Arizona |
| Fee model | Ongoing planning fee · One-time planning fee |
| Fees (firm's website) | Ongoing planning from $1,800 a year · One-time plans from $250 · No asset minimum |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $1.6M across 4 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in AZ, TX · CRD 5825483 |
| Exams passed | Series 63 (2011) · Series 65 (2013) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | kywfinancial.com |
| Profile |
How Steven's firm compares
- Ongoing planning starts at $1,800 a year, below the Arizona median of $4,800 for fee-only firms that publish prices.
- A one-time plan starts at $250, below the Arizona median of $1,650 for fee-only firms that publish prices.
- Know Your Worth Financial's average account is about $404,000, from its Form ADV (assets managed divided by 4 accounts).
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Questions about Steven
Is Steven Chau a fee-only financial advisor?
Yes. Steven Chau is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Steven's firm.
How does Steven charge for financial advice?
Steven charges an ongoing planning fee and a one-time planning fee.
How much does Steven charge?
According to Know Your Worth Financial's website, checked October 28, 2026: ongoing planning from $1,800 a year; one-time plans from $250; no asset minimum.
Does Steven work with clients virtually?
Yes. Know Your Worth Financial says on its website that it works with clients remotely.
Where is Steven Chau based?
Steven Chau is based in Tempe, Arizona.
What does Steven specialize in?
Steven's specialties include sustainable & impact investing. Steven works with early-career professionals.
What credentials does Steven Chau hold?
Steven Chau holds the CFP credential.
Is Steven Chau registered with the SEC?
Yes. Steven Chau is registered as an investment adviser representative in AZ and TX (CRD 5825483), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Know Your Worth Financial manage?
Know Your Worth Financial reports $1.6M across 4 accounts in assets under management.
How do I contact Steven Chau?
Through Steven's website, kywfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Know Your Worth Financial website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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