Chad Gordon
GreenStar Advisors · Centennial, Colorado
Chad Gordon is a fee-only financial advisor at GreenStar Advisors in Centennial, Colorado. Chad focuses on tax planning. GreenStar Advisors reports charging a percentage of assets on its Form ADV.
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Specialties
Facts
| Firm | GreenStar Advisors |
|---|---|
| Based in | Centennial, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $48.4M across 72 accounts |
| SEC registration | Investment adviser representative in CO · CRD 4621788 |
| Exams passed | Series 66 (2005) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | greenstaradvisors.com |
| Profile |
How Chad's firm compares
- GreenStar Advisors's average account is about $672,000, from its Form ADV (assets managed divided by 72 accounts).
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Questions about Chad
Is Chad Gordon a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Chad holds no broker registration, and GreenStar Advisors 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, GreenStar Advisors, reports charging a percentage of assets on its SEC Form ADV.
Where is Chad Gordon based?
Chad Gordon is based in Centennial, Colorado.
What does Chad specialize in?
Chad's specialties include tax planning.
Is Chad Gordon registered with the SEC?
Yes. Chad Gordon is registered as an investment adviser representative in CO (CRD 4621788), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does GreenStar Advisors manage?
GreenStar Advisors reports $48.4M across 72 accounts in assets under management.
How do I contact Chad Gordon?
Through Chad's website, greenstaradvisors.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
- GreenStar Advisors 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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