# Erik Giard-Chase

> Erik Giard-Chase is a fee-only financial advisor at Blue Slate Investment Management in Shelburne, Vermont, who holds the CFA credential. Erik focuses on retirement planning, estate & legacy planning and tax planning. Blue Slate Investment Management reports charging a percentage of assets and hourly fees on its Form ADV.

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

## Facts

- **Firm:** Blue Slate Investment Management
- **Based in:** Shelburne, Vermont
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $14.3M across 50 accounts
- **Credentials:** CFA
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning
- **CRD:** 5210469 (https://adviserinfo.sec.gov/individual/summary/5210469)
- **SEC registration:** Investment adviser representative in TX, VT
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://www.blueslateinvest.com

## Frequently asked questions

### Is Erik Giard-Chase a fee-only financial advisor?

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

### How does Erik charge for financial advice?

Erik's firm, Blue Slate Investment Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Erik Giard-Chase based?

Erik Giard-Chase is based in Shelburne, Vermont.

### What does Erik specialize in?

Erik's specialties include retirement planning, estate & legacy planning and tax planning.

### What credentials does Erik Giard-Chase hold?

Erik Giard-Chase holds the CFA credential.

### Is Erik Giard-Chase registered with the SEC?

Yes. Erik Giard-Chase is registered as an investment adviser representative in TX and VT (CRD 5210469), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Blue Slate Investment Management manage?

Blue Slate Investment Management reports $14.3M across 50 accounts in assets under management.

### How do I contact Erik Giard-Chase?

Through Erik's website, www.blueslateinvest.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5210469): 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.blueslateinvest.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.