Chase Guerrette
Oldfield Wealth Partners · Bangor, Maine
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.
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Specialties
Who they serve
- Founders
- Ultra high net worth
- Multi-generational families
Facts
| Firm | Oldfield Wealth Partners |
|---|---|
| Based in | Bangor, Maine |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $110.0M across 283 accounts |
| SEC registration | Investment adviser representative in ME · CRD 7507151 |
| Exams passed | Series 65 (2022) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.oldfieldwealth.com |
| Profile |
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Questions about Chase
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.
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
- Oldfield Wealth Partners 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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