Chase Wickenheiser
Magnus Financial Group · New York, New York
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.
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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 |
| Assets under management | $2.33B across 4,782 accounts |
| SEC registration | Investment adviser representative in NY · CRD 7276589 |
| Exams passed | Series 66 (2021) |
| Firm size | 24 employees |
| Disclosures | None reported |
| Website | magnusfinancial.com |
How Chase's firm compares
- Magnus Financial Group's average account is about $486,000, from its Form ADV (assets managed divided by 4,782 accounts).
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Questions about Chase
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.
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
- Magnus Financial Group 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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