Chad Conway
Avalon Financial · Slayton, Minnesota
Chad Conway is a fee-only financial advisor at Avalon Financial in Slayton, Minnesota. Avalon Financial reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Avalon Financial |
|---|---|
| Based in | Slayton, Minnesota |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $4.3M across 96 accounts |
| SEC registration | Investment adviser representative in SD · CRD 6917553 |
| Exams passed | Series 65 (2018) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Chad's firm compares
- Avalon Financial's average account is about $45,000, from its Form ADV (assets managed divided by 96 accounts).
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Questions about Chad
Is Chad Conway a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Chad holds no broker registration, and Avalon Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Chad charge for financial advice?
Chad's firm, Avalon Financial, reports charging a percentage of assets on its SEC Form ADV.
Where is Chad Conway based?
Chad Conway is based in Slayton, Minnesota.
Is Chad Conway registered with the SEC?
Yes. Chad Conway is registered as an investment adviser representative in SD (CRD 6917553), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Avalon Financial manage?
Avalon Financial reports $4.3M across 96 accounts in assets under management.
How do I contact Chad Conway?
Contact details aren't on file yet. Search for Avalon Financial.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Minnesota
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
- 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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