Chad Willardson
Pacific Capital · Corona, California
Chad Willardson is a fee-only financial advisor at Pacific Capital in Corona, California. Chad focuses on founders (pre-exit), small business owners and estate & legacy planning. Pacific Capital reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Founders
- Ultra high net worth
Facts
| Firm | Pacific Capital |
|---|---|
| Based in | Corona, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $820.6M across 336 accounts |
| SEC registration | Investment adviser representative in CA, TX · CRD 4670940 |
| Exams passed | Series 66 (2003) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.pacificcapital.com |
| Profile |
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Questions about Chad
Is Chad Willardson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Chad holds no broker registration, and Pacific Capital 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, Pacific Capital, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Chad Willardson based?
Chad Willardson is based in Corona, California.
What does Chad specialize in?
Chad's specialties include founders (pre-exit), small business owners, estate & legacy planning, tax planning and family wealth transfer. Chad works with founders and ultra high net worth.
Is Chad Willardson registered with the SEC?
Yes. Chad Willardson is registered as an investment adviser representative in CA and TX (CRD 4670940), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Pacific Capital manage?
Pacific Capital reports $820.6M across 336 accounts in assets under management.
How do I contact Chad Willardson?
Through Chad's website, www.pacificcapital.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
- Pacific Capital 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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