Erik Klumpp
Chessie Advisors, LLC · Rochester Hills, Michigan
Erik Klumpp is a fee-only financial advisor at Chessie Advisors, LLC in Rochester Hills, Michigan, who holds the CFP and EA credentials. Chessie Advisors, LLC reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Chessie Advisors, LLC |
|---|---|
| Based in | Rochester Hills, Michigan |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $12.8M across 40 accounts |
| Credentials | CFP · EA |
| SEC registration | Investment adviser representative in MI · CRD 4728270 |
| Exams passed | Series 66 (2006) · Series 65 (2009) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | chessieadvisors.com |
| Profile |
How Erik's firm compares
- Chessie Advisors, LLC's average account is about $320,000, from its Form ADV (assets managed divided by 40 accounts).
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Questions about Erik
Is Erik Klumpp a fee-only financial advisor?
Yes. Erik Klumpp is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Erik's firm.
How does Erik charge for financial advice?
Erik's firm, Chessie Advisors, LLC, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Erik Klumpp based?
Erik Klumpp is based in Rochester Hills, Michigan.
What credentials does Erik Klumpp hold?
Erik Klumpp holds the CFP and EA credentials.
Is Erik Klumpp registered with the SEC?
Yes. Erik Klumpp is registered as an investment adviser representative in MI (CRD 4728270), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Chessie Advisors, LLC manage?
Chessie Advisors, LLC reports $12.8M across 40 accounts in assets under management.
How do I contact Erik Klumpp?
Through Erik's website, chessieadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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