Chad Valchar
R.I.T. Wealth Advisors · Santa Barbara , California
Chad Valchar is a fee-only financial advisor at R.I.T. Wealth Advisors in Santa Barbara , California, who holds the CFP credential. Chad focuses on retirement planning, tax planning and estate & legacy planning. R.I.T. Wealth Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Ultra high net worth
Facts
| Firm | R.I.T. Wealth Advisors |
|---|---|
| Based in | Santa Barbara , California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $235.4M across 530 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, TX · CRD 7169216 |
| Exams passed | Series 66 (2019) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.ritwealth.com |
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Questions about Chad
Is Chad Valchar a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Chad holds no broker registration, and R.I.T. Wealth 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, R.I.T. Wealth Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Does Chad work with clients virtually?
Yes. R.I.T. Wealth Advisors says on its website that it works with clients remotely.
Where is Chad Valchar based?
Chad Valchar is based in Santa Barbara , California.
What does Chad specialize in?
Chad's specialties include retirement planning, tax planning, estate & legacy planning and pension planning. Chad works with retirees, pre-retirees and ultra high net worth.
What credentials does Chad Valchar hold?
Chad Valchar holds the CFP credential.
Is Chad Valchar registered with the SEC?
Yes. Chad Valchar is registered as an investment adviser representative in CA and TX (CRD 7169216), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does R.I.T. Wealth Advisors manage?
R.I.T. Wealth Advisors reports $235.4M across 530 accounts in assets under management.
How do I contact Chad Valchar?
Through Chad's website, www.ritwealth.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
- R.I.T. Wealth 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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