# William Fung

> William Fung is a fee-only financial advisor at CA Investment Advisers in Cupertino, California. William charges a percentage of assets and focuses on retirement planning.

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

## Facts

- **Firm:** CA Investment Advisers
- **Based in:** Cupertino, California
- **Fee model:** Percentage of assets
- **Assets under management (firm):** $36.0M across 36 accounts
- **Specialties:** Retirement planning
- **CRD:** 3134506 (https://adviserinfo.sec.gov/individual/summary/3134506)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 65 (2004)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** http://www.chineseabraham.com

## Frequently asked questions

### Is William Fung a fee-only financial advisor?

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

### How does William charge for financial advice?

William charges a percentage of assets.

### Where is William Fung based?

William Fung is based in Cupertino, California.

### What does William specialize in?

William's specialties include retirement planning.

### Is William Fung registered with the SEC?

Yes. William Fung is registered as an investment adviser representative in CA (CRD 3134506), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does CA Investment Advisers manage?

CA Investment Advisers reports $36.0M across 36 accounts in assets under management.

### How do I contact William Fung?

Through William's website, www.chineseabraham.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/3134506): 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://www.chineseabraham.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.