# Brian Zavalkoff

> Brian Zavalkoff is a fee-only financial advisor at Chesley, Taft & Associates in Chicago, Illinois, who holds the CFA credential. Chesley, Taft & Associates reports charging a percentage of assets and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Chesley, Taft & Associates
- **Based in:** Chicago, Illinois
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $3.01B across 1,831 accounts
- **Credentials:** CFA
- **Works with:** Multi-generational families
- **CRD:** 5773402 (https://adviserinfo.sec.gov/individual/summary/5773402)
- **SEC registration:** Investment adviser representative in IL
- **Firm size:** 18 employees
- **Disclosures:** None reported
- **Website:** http://www.chesleytaft.com

## Frequently asked questions

### Is Brian Zavalkoff a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Brian holds no broker registration, and Chesley, Taft & Associates reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Brian charge for financial advice?

Brian's firm, Chesley, Taft & Associates, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Brian Zavalkoff based?

Brian Zavalkoff is based in Chicago, Illinois.

### What credentials does Brian Zavalkoff hold?

Brian Zavalkoff holds the CFA credential.

### Is Brian Zavalkoff registered with the SEC?

Yes. Brian Zavalkoff is registered as an investment adviser representative in IL (CRD 5773402), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Chesley, Taft & Associates manage?

Chesley, Taft & Associates reports $3.01B across 1,831 accounts in assets under management.

### How do I contact Brian Zavalkoff?

Through Brian's website, www.chesleytaft.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5773402): 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.chesleytaft.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.