Chase Deters
Deters Wealth Management · Gilbert, Arizona
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.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Deters Wealth Management |
|---|---|
| Based in | Gilbert, Arizona |
| Fee model | Ongoing planning fee |
| Accepting new clients | Yes |
| Assets under management | $343.9M across 206 accounts |
| Credentials | CFP · ChFC |
| SEC registration | Investment adviser representative in AZ, CA, TX · CRD 4945902 |
| Exams passed | Series 63 (2018) · Series 66 (2005) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.deterswealthmanagement.com |
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Questions about Chase
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.
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
- Deters 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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