# Brent Chavez

> Brent Chavez is a fee-only financial advisor at Aequitas Equitas Wealth Management in Riegelsville, Pennsylvania. Brent focuses on retirement planning and tax planning. Aequitas Equitas Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Aequitas Equitas Wealth Management
- **Based in:** Riegelsville, Pennsylvania
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $11.7M across 58 accounts
- **Specialties:** Retirement planning, Tax planning
- **CRD:** 4713806 (https://adviserinfo.sec.gov/individual/summary/4713806)
- **SEC registration:** Investment adviser representative in PA
- **Exams passed:** Series 63 (2003), Series 65 (2017)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://www.aewmria.com/

## Frequently asked questions

### Is Brent Chavez a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Brent holds no broker registration, and Aequitas Equitas Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Brent charge for financial advice?

Brent's firm, Aequitas Equitas Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Brent Chavez based?

Brent Chavez is based in Riegelsville, Pennsylvania.

### What does Brent specialize in?

Brent's specialties include retirement planning and tax planning.

### Is Brent Chavez registered with the SEC?

Yes. Brent Chavez is registered as an investment adviser representative in PA (CRD 4713806), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Aequitas Equitas Wealth Management manage?

Aequitas Equitas Wealth Management reports $11.7M across 58 accounts in assets under management.

### How do I contact Brent Chavez?

Through Brent's website, www.aewmria.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4713806): 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://aeinvestmentsgroup.com/): specialties, clients served, and fees, checked October 30, 2026

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