William Fung
CA Investment Advisers · Cupertino, California
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.
Request an introduction to William →
Specialties
Facts
| Firm | CA Investment Advisers |
|---|---|
| Based in | Cupertino, California |
| Fee model | Percentage of assets |
| Assets under management | $36.0M across 36 accounts |
| SEC registration | Investment adviser representative in CA · CRD 3134506 |
| Exams passed | Series 65 (2004) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.chineseabraham.com |
How William's firm compares
- CA Investment Advisers's average account is about $1.0 million, from its Form ADV (assets managed divided by 36 accounts).
Request an introduction to William
Tell William a little about what you're looking for. William 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 William
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.
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
- CA Investment Advisers 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.