# Daniel Moskowitz

> Daniel Moskowitz is a fee-only financial advisor at Chatham Wealth Management in Chatham, New Jersey, who holds the CFP credential. Daniel charges a percentage of assets and focuses on retirement planning and estate & legacy planning.

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

## Facts

- **Firm:** Chatham Wealth Management
- **Based in:** Chatham, New Jersey
- **Fee model:** Percentage of assets
- **Assets under management (firm):** $642.9M across 622 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Estate & legacy planning
- **CRD:** 1871697 (https://adviserinfo.sec.gov/individual/summary/1871697)
- **SEC registration:** Investment adviser representative in NJ, TX
- **Exams passed:** Series 63 (1990)
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** https://www.chathamwealth.com/

## Frequently asked questions

### Is Daniel Moskowitz a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and Chatham Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Daniel charge for financial advice?

Daniel charges a percentage of assets.

### Where is Daniel Moskowitz based?

Daniel Moskowitz is based in Chatham, New Jersey.

### What does Daniel specialize in?

Daniel's specialties include retirement planning and estate & legacy planning.

### What credentials does Daniel Moskowitz hold?

Daniel Moskowitz holds the CFP credential.

### Is Daniel Moskowitz registered with the SEC?

Yes. Daniel Moskowitz is registered as an investment adviser representative in NJ and TX (CRD 1871697), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Chatham Wealth Management manage?

Chatham Wealth Management reports $642.9M across 622 accounts in assets under management.

### How do I contact Daniel Moskowitz?

Through Daniel's website, www.chathamwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1871697): 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.chathamwealth.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.