# Chase Wickenheiser

> Chase Wickenheiser is a fee-only financial advisor at Magnus Financial Group in New York, New York. Magnus Financial Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Magnus Financial Group
- **Based in:** New York, New York
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $2.33B across 4,782 accounts
- **CRD:** 7276589 (https://adviserinfo.sec.gov/individual/summary/7276589)
- **SEC registration:** Investment adviser representative in NY
- **Exams passed:** Series 66 (2021)
- **Firm size:** 24 employees
- **Disclosures:** None reported
- **Website:** https://magnusfinancial.com/

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Chase holds no broker registration, and Magnus Financial Group 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, Magnus Financial Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Chase Wickenheiser based?

Chase Wickenheiser is based in New York, New York.

### Is Chase Wickenheiser registered with the SEC?

Yes. Chase Wickenheiser is registered as an investment adviser representative in NY (CRD 7276589), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Magnus Financial Group manage?

Magnus Financial Group reports $2.33B across 4,782 accounts in assets under management.

### How do I contact Chase Wickenheiser?

Through Chase's website, magnusfinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7276589): 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://magnusfinancial.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.