# Chase Guerrette

> Chase Guerrette is a fee-only financial advisor at Oldfield Wealth Partners in Bangor, Maine. Chase focuses on founders (pre-exit), tax planning and estate & legacy planning. Oldfield Wealth Partners reports charging a percentage of assets and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Oldfield Wealth Partners
- **Based in:** Bangor, Maine
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $110.0M across 283 accounts
- **Specialties:** Founders (pre-exit), Tax planning, Estate & legacy planning, Family wealth transfer
- **Works with:** Founders, Ultra high net worth, Multi-generational families
- **CRD:** 7507151 (https://adviserinfo.sec.gov/individual/summary/7507151)
- **SEC registration:** Investment adviser representative in ME
- **Exams passed:** Series 65 (2022)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** https://www.oldfieldwealth.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Chase holds no broker registration, and Oldfield Wealth Partners 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's firm, Oldfield Wealth Partners, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Chase Guerrette based?

Chase Guerrette is based in Bangor, Maine.

### What does Chase specialize in?

Chase's specialties include founders (pre-exit), tax planning, estate & legacy planning and family wealth transfer. Chase works with founders, ultra high net worth and multi-generational families.

### Is Chase Guerrette registered with the SEC?

Yes. Chase Guerrette is registered as an investment adviser representative in ME (CRD 7507151), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Oldfield Wealth Partners manage?

Oldfield Wealth Partners reports $110.0M across 283 accounts in assets under management.

### How do I contact Chase Guerrette?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7507151): 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.oldfieldwealth.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.