Bonnie Chadwick
Paratus Financial · Dallas, Texas
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.
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Specialties
Facts
| Firm | Paratus Financial |
|---|---|
| Based in | Dallas, Texas |
| Fee model (firm's Form ADV) | Hourly · Fixed fees |
| Assets under management | $757.4M across 703 accounts |
| SEC registration | Investment adviser representative in TX · CRD 2443077 |
| Exams passed | Series 63 (1994) · Series 65 (1995) |
| Firm size | 8 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.paratusfinancial.com |
How Bonnie's firm compares
- Paratus Financial's average account is about $1.1 million, from its Form ADV (assets managed divided by 703 accounts).
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Questions about Bonnie
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Paratus Financial website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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