Chelsei Latsch
Antonelli Financial Advisors · Grosse Pointe, Michigan
Chelsei Latsch is a fee-only financial advisor at Antonelli Financial Advisors in Grosse Pointe, Michigan, who holds the CFP credential. Chelsei charges a percentage of assets and focuses on retirement planning, estate & legacy planning and tax planning.
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Specialties
Facts
| Firm | Antonelli Financial Advisors |
|---|---|
| Based in | Grosse Pointe, Michigan |
| Fee model | Percentage of assets |
| Assets under management | $229.1M across 604 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IL, MI, NY · CRD 7090874 |
| Exams passed | Series 65 (2019) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.antonelliadvisors.com |
| Profile |
How Chelsei's firm compares
- Antonelli Financial Advisors's average account is about $379,000, from its Form ADV (assets managed divided by 604 accounts).
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Questions about Chelsei
Is Chelsei Latsch a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Chelsei holds no broker registration, and Antonelli Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Chelsei charge for financial advice?
Chelsei charges a percentage of assets.
Where is Chelsei Latsch based?
Chelsei Latsch is based in Grosse Pointe, Michigan.
What does Chelsei specialize in?
Chelsei's specialties include retirement planning, estate & legacy planning and tax planning.
What credentials does Chelsei Latsch hold?
Chelsei Latsch holds the CFP credential.
Is Chelsei Latsch registered with the SEC?
Yes. Chelsei Latsch is registered as an investment adviser representative in IL, MI and NY (CRD 7090874), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Antonelli Financial Advisors manage?
Antonelli Financial Advisors reports $229.1M across 604 accounts in assets under management.
How do I contact Chelsei Latsch?
Through Chelsei's website, www.antonelliadvisors.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
- Antonelli Financial Advisors 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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