Joseph Chuo-Ju Kuo
JK
CFP

Joseph Chuo-Ju Kuo

9 Years of Experience

Firm Information

Joseph Chuo-Ju Kuo
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
232 advisors
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
232 advisors
Number of Clients
6,729 clients
Average Client Portfolio
$874K average
Assets Under Management
$5.9B

Fee Structure

Financial Planning:Investment management only
Hourly Rate:Up to $1,000/hr

Farther offers discretionary investment management services through its wrap program. The annual program fee is negotiable, up to 2.00%, depending on the complexity of the account, the amount of client assets, and the independent/separately managed accounts utilized. Farther may also offer services on an hourly basis, up to $1,000 per hour, or on a flat annual fee basis. Clients are charged in advance at the beginning of each calendar month based on the value of the account at the end of the previous quarter.

Areas of Practice
Investment Management
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Advisor Information

Office location

39899 Balentine Drive, Suite 200, Newark, CA, 94560

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Joseph Chuo-Ju Kuo
JK
Contact
Joseph Chuo-Ju Kuo
Regulatory History
Clean regulatory record

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.

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Other Business Activities

Joseph is an adjunct professor at Golden Gate University since January 2021, spending minimal time teaching students. He is also the founder of Abundance Life Planning since July 2022, dedicating a few hours per week to coaching and teaching workshops.

Employment History
Current Registrations
Farther
June 2024 - Present · 1 yr 7 mos
Previous Registrations
Financial Life Focus, LLC
March 2023 - August 2024 · 1 yr 5 mos
Family Wealth Consultants, INC.
March 2021 - June 2021 · 3 mos
Abundance Wealth Planning, LLC
June 2018 - July 2023 · 5 yrs 1 mo
Griffin Black, INC.
November 2015 - April 2018 · 2 yrs 5 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.
Additional Information

MY CERTIFICATIONS AND MEMBERSHIPS

Joseph Chuo-Ju Kuo
JK
Contact
Joseph Chuo-Ju Kuo
Joseph Chuo-ju Kuo - Financial Advisor | AdvisorDiscover