Brian Zavalkoff
Chesley, Taft & Associates · Chicago, Illinois
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.
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Who they serve
- Multi-generational families
Facts
| Firm | Chesley, Taft & Associates |
|---|---|
| Based in | Chicago, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $3.01B across 1,831 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in IL · CRD 5773402 |
| Firm size | 18 employees |
| Disclosures | None reported |
| Website | www.chesleytaft.com |
| Profile |
How Brian's firm compares
- Chesley, Taft & Associates's average account is about $1.6 million, from its Form ADV (assets managed divided by 1,831 accounts).
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Questions about Brian
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.
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
- Chesley, Taft & Associates 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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