# Gerard McGeough

> Gerard McGeough is a fee-only financial advisor at Chatham Wealth Management in Chatham, New Jersey. Gerard charges a percentage of assets and focuses on retirement planning and estate & legacy planning.

Page: https://find.wellspent.co/advisors/gerard-mcgeough/
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
- **Specialties:** Retirement planning, Estate & legacy planning
- **CRD:** 1834279 (https://adviserinfo.sec.gov/individual/summary/1834279)
- **SEC registration:** Investment adviser representative in NJ
- **Exams passed:** Series 63 (1996), Series 65 (2015)
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** https://www.chathamwealth.com/

## Frequently asked questions

### Is Gerard McGeough a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Gerard 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 Gerard charge for financial advice?

Gerard charges a percentage of assets.

### Where is Gerard McGeough based?

Gerard McGeough is based in Chatham, New Jersey.

### What does Gerard specialize in?

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

### Is Gerard McGeough registered with the SEC?

Yes. Gerard McGeough is registered as an investment adviser representative in NJ (CRD 1834279), 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 Gerard McGeough?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1834279): 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.