Chad Kunc
CPK Wealth Management · Fort Myers, Florida
Chad Kunc is a fee-only financial advisor at CPK Wealth Management in Fort Myers, Florida. Chad charges a percentage of assets (typically works with clients with $500,000 or more) and focuses on retirement planning, estate & legacy planning and tax planning.
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Specialties
Who they serve
- Pre-retirees
- Retirees
Facts
| Firm | CPK Wealth Management |
|---|---|
| Based in | Fort Myers, Florida |
| Fee model | Percentage of assets |
| Fees (firm's website) | Typically works with clients with $500,000 or more |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $70.5M across 198 accounts |
| SEC registration | Investment adviser representative in FL, IA · CRD 4804356 |
| Exams passed | Series 66 (2004) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | www.cpkwealth.com |
| Profile |
How Chad's firm compares
- CPK Wealth Management's average account is about $356,000, from its Form ADV (assets managed divided by 198 accounts).
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Questions about Chad
Is Chad Kunc a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Chad holds no broker registration, and CPK Wealth Management 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.
How much does Chad charge?
According to CPK Wealth Management's website, checked October 30, 2026: typically works with clients with $500,000 or more.
Does Chad work with clients virtually?
Yes. CPK Wealth Management says on its website that it works with clients remotely.
Where is Chad Kunc based?
Chad Kunc is based in Fort Myers, Florida.
What does Chad specialize in?
Chad's specialties include retirement planning, estate & legacy planning and tax planning. Chad works with pre-retirees and retirees.
Is Chad Kunc registered with the SEC?
Yes. Chad Kunc is registered as an investment adviser representative in FL and IA (CRD 4804356), 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 CPK Wealth Management manage?
CPK Wealth Management reports $70.5M across 198 accounts in assets under management.
How do I contact Chad Kunc?
Through Chad's website, www.cpkwealth.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
- CPK Wealth Management 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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