Wells Fargo Advisors
47yrs
Top advisor by experience in Irvine
9yrs
Frederick Chang
Financial advisor at Strategic Advisers
Frederick Chang has worked in the financial industry for 9 years and is a fiduciary financial advisor based in Irvine, California. Frederick has been with Strategic Advisers since 2025; before that, Frederick spent seven 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 1708 advisors with offices in Irvine, and one of 1570 fiduciaries.
At a glance
Experience9 years (since 2017)
How that compares ?9 years in the industry
OfficeIrvine, CA
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.
Series 66Uniform Combined State Law Examination
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- 2018 – 2025Fidelity Personal and Workplace AdvisorsPreviously
- Feb 2018 – Jul 2018Strategic Advisers LLCPreviously
Questions to ask Frederick
Tailored to Frederick’s registration and firm.
- 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 Frederick
How do I contact Frederick?
Call Strategic Advisers at 617-563-7000 and ask for Frederick Chang. Frederick works from the Irvine, CA office.
How long has Frederick been a financial advisor?
Frederick has been in the industry since 2017, about 9 years. 9 years in the industry.
What licenses does Frederick hold?
Series 66. Tap any license on this page to see what it allows.
Is Frederick a fiduciary?
Frederick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Frederick paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Frederick for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
SPC
47yrs
Top advisor by experience at SPC
Stifel, Nicolaus &
46yrs
Top 1% by experience in Irvine
Wells Fargo Advisors
46yrs
Top 1% by experience in Irvine
Morgan Stanley
46yrs
Top 1% by experience in Irvine
UBS Financial Services
45yrs
Top 1% by experience in Irvine