# Chase Deters

> Chase Deters is a fee-only financial advisor at Deters Wealth Management in Gilbert, Arizona, who holds the CFP and ChFC credentials. Chase charges an ongoing planning fee and focuses on retirement planning, tax planning and estate & legacy planning.

Page: https://find.wellspent.co/advisors/chase-deters/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Deters Wealth Management
- **Based in:** Gilbert, Arizona
- **Fee model:** Ongoing planning fee
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $343.9M across 206 accounts
- **Credentials:** CFP, ChFC
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning, Small business owners
- **Works with:** Retirees, Pre-retirees
- **CRD:** 4945902 (https://adviserinfo.sec.gov/individual/summary/4945902)
- **SEC registration:** Investment adviser representative in AZ, CA, TX
- **Exams passed:** Series 63 (2018), Series 66 (2005)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** https://www.deterswealthmanagement.com

## Frequently asked questions

### Is Chase Deters a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Chase holds no broker registration, and Deters Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Chase charge for financial advice?

Chase charges an ongoing planning fee.

### Where is Chase Deters based?

Chase Deters is based in Gilbert, Arizona.

### What does Chase specialize in?

Chase's specialties include retirement planning, tax planning, estate & legacy planning and small business owners. Chase works with retirees and pre-retirees.

### What credentials does Chase Deters hold?

Chase Deters holds the CFP and ChFC credentials.

### Is Chase Deters registered with the SEC?

Yes. Chase Deters is registered as an investment adviser representative in AZ, CA and TX (CRD 4945902), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Deters Wealth Management manage?

Deters Wealth Management reports $343.9M across 206 accounts in assets under management.

### How do I contact Chase Deters?

Through Chase's website, www.deterswealthmanagement.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4945902): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.deterswealthmanagement.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.