# Bonnie Chadwick

> Bonnie Chadwick is a fee-only financial advisor at Paratus Financial in Dallas, Texas. Bonnie focuses on tax planning, estate & legacy planning and retirement planning. Paratus Financial reports charging hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/bonnie-chadwick/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Paratus Financial
- **Based in:** Dallas, Texas
- **Fee model (firm's Form ADV):** Hourly; Fixed fees
- **Assets under management (firm):** $757.4M across 703 accounts
- **Specialties:** Tax planning, Estate & legacy planning, Retirement planning, Pension planning, Equity compensation
- **CRD:** 2443077 (https://adviserinfo.sec.gov/individual/summary/2443077)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 63 (1994), Series 65 (1995)
- **Firm size:** 8 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** http://www.paratusfinancial.com

## Frequently asked questions

### Is Bonnie Chadwick a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Bonnie holds no broker registration, and Paratus Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Bonnie charge for financial advice?

Bonnie's firm, Paratus Financial, reports charging hourly fees and fixed fees on its SEC Form ADV.

### Where is Bonnie Chadwick based?

Bonnie Chadwick is based in Dallas, Texas.

### What does Bonnie specialize in?

Bonnie's specialties include tax planning, estate & legacy planning, retirement planning, pension planning and equity compensation.

### Is Bonnie Chadwick registered with the SEC?

Yes. Bonnie Chadwick is registered as an investment adviser representative in TX (CRD 2443077), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Paratus Financial manage?

Paratus Financial reports $757.4M across 703 accounts in assets under management.

### How do I contact Bonnie Chadwick?

Through Bonnie's website, www.paratusfinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2443077): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.paratusfinancial.com/): specialties, clients served, and fees, checked October 30, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.