George Chacko
Convexity Wealth Management · Seattle, Washington
George Chacko is a fee-only financial advisor at Convexity Wealth Management in Seattle, Washington. George charges a percentage of assets (0.32%–0.5% a year of assets managed and no asset minimum) and focuses on estate & legacy planning and tax planning.
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Specialties
Facts
| Firm | Convexity Wealth Management |
|---|---|
| Based in | Seattle, Washington |
| Fee model | Percentage of assets |
| Fees (firm's website) | 0.32%–0.5% a year of assets managed · No asset minimum |
| Accepting new clients | Yes |
| Assets under management | $63.9M across 95 accounts |
| SEC registration | Investment adviser representative in WA · CRD 4930341 |
| Exams passed | Series 65 (2025) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.convexitywealth.com |
How George's firm compares
- Convexity Wealth Management's average account is about $673,000, from its Form ADV (assets managed divided by 95 accounts).
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Questions about George
Is George Chacko a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: George holds no broker registration, and Convexity Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does George charge for financial advice?
George charges a percentage of assets.
How much does George charge?
According to Convexity Wealth Management's website, checked October 30, 2026: 0.32%–0.5% a year of assets managed; no asset minimum.
Where is George Chacko based?
George Chacko is based in Seattle, Washington.
What does George specialize in?
George's specialties include estate & legacy planning and tax planning.
Is George Chacko registered with the SEC?
Yes. George Chacko is registered as an investment adviser representative in WA (CRD 4930341), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Convexity Wealth Management manage?
Convexity Wealth Management reports $63.9M across 95 accounts in assets under management.
How do I contact George Chacko?
Through George's website, www.convexitywealth.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
- Convexity Wealth Management 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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