Chad Edmonson
Lee-Way Financial · Hattiesburg, Mississippi
Chad Edmonson is a fee-only financial advisor at Lee-Way Financial in Hattiesburg, Mississippi, who holds the CFA credential. Chad charges a percentage of assets.
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Facts
| Firm | Lee-Way Financial |
|---|---|
| Based in | Hattiesburg, Mississippi |
| Fee model | Percentage of assets |
| Assets under management | $132.1M across 215 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in LA, MS, TX · CRD 6473110 |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | leewayfinancial.com |
How Chad's firm compares
- Lee-Way Financial's average account is about $614,000, from its Form ADV (assets managed divided by 215 accounts).
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Questions about Chad
Is Chad Edmonson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Chad holds no broker registration, and Lee-Way 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 charges a percentage of assets.
Where is Chad Edmonson based?
Chad Edmonson is based in Hattiesburg, Mississippi.
What credentials does Chad Edmonson hold?
Chad Edmonson holds the CFA credential.
Is Chad Edmonson registered with the SEC?
Yes. Chad Edmonson is registered as an investment adviser representative in LA, MS and TX (CRD 6473110), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Lee-Way Financial manage?
Lee-Way Financial reports $132.1M across 215 accounts in assets under management.
How do I contact Chad Edmonson?
Through Chad's website, leewayfinancial.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
- Lee-Way 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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