John Chan is a CFP-designated registered investment advisor at Independence Wealth Group, based in San Antonio, TX, with 11 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 54 clients with $4.7M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Location
2101 Lockhill Selma, Suite 2107, San Antonio, TX, 78213
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
John is a licensed insurance agent and offers insurance products to clients, dedicating nearly full-time hours to this activity. He is also a minority owner (21%) of Falcon Insurance Services, a property & casualty insurance agency, spending a few hours per week providing financial oversight.
Employment History
Current Registrations
Independence Wealth Group
Previous Registrations
Alamo Insurance & Wealth Management
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.