Osaic Wealth
44yrs
Top advisor by experience in Katy
26yrs
Joe Chen is a fiduciary financial advisor in Katy, Texas, with 26 years in the industry. Joe joined Strategic Advisers in 2025, after six years at Fidelity Personal and Workplace Advisors. Strategic Advisers offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets and flat fees.
One of 224 advisors with offices in Katy, and one of 208 fiduciaries.
At a glance
Experience26 years (since 2000)
How that compares ?Top 7% by experience at Strategic Advisers
OfficeKaty, TX
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?1 state
Services through Strategic Advisers
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- 2018 – 2025Fidelity Personal and Workplace AdvisorsPreviously
Questions to ask Joe
Tailored to Joe’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Joe
How do I contact Joe?
Call Strategic Advisers at 617-563-7000 and ask for Joe Chen. Joe works from the Katy, TX office.
How long has Joe been a financial advisor?
Joe has been in the industry since 2000, about 26 years. Top 7% by experience at Strategic Advisers.
What licenses does Joe hold?
Series 63, Series 65, Series 66. Tap any license on this page to see what it allows.
Is Joe a fiduciary?
Joe is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Joe paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Joe for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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