# Tom Chun

> Tom Chun is a fee-only financial advisor at Honu Wealth in Sunnyvale, California, who holds the CFP credential. Tom charges a flat fee or retainer and an ongoing planning fee and focuses on retirement planning, estate & legacy planning and tax planning.

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

## Facts

- **Firm:** Honu Wealth
- **Based in:** Sunnyvale, California
- **Fee model:** Flat fee or retainer; Ongoing planning fee
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $161.8M across 309 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning
- **Works with:** Pre-retirees, High earners
- **CRD:** 4722056 (https://adviserinfo.sec.gov/individual/summary/4722056)
- **SEC registration:** Investment adviser representative in CA, TX
- **Exams passed:** Series 63 (2004)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** https://honuwealth.com/

## Frequently asked questions

### Is Tom Chun a fee-only financial advisor?

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

### How does Tom charge for financial advice?

Tom charges a flat fee or retainer and an ongoing planning fee.

### Where is Tom Chun based?

Tom Chun is based in Sunnyvale, California.

### What does Tom specialize in?

Tom's specialties include retirement planning, estate & legacy planning and tax planning. Tom works with pre-retirees and high earners.

### What credentials does Tom Chun hold?

Tom Chun holds the CFP credential.

### Is Tom Chun registered with the SEC?

Yes. Tom Chun is registered as an investment adviser representative in CA and TX (CRD 4722056), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Honu Wealth manage?

Honu Wealth reports $161.8M across 309 accounts in assets under management.

### How do I contact Tom Chun?

Through Tom's website, honuwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4722056): 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://honuwealth.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.