Gerard McGeough
Chatham Wealth Management · Chatham, New Jersey
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.
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Specialties
Facts
| Firm | Chatham Wealth Management |
|---|---|
| Based in | Chatham, New Jersey |
| Fee model | Percentage of assets |
| Assets under management | $642.9M across 622 accounts |
| SEC registration | Investment adviser representative in NJ · CRD 1834279 |
| Exams passed | Series 63 (1996) · Series 65 (2015) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.chathamwealth.com |
How Gerard's firm compares
- Chatham Wealth Management's average account is about $1.0 million, from its Form ADV (assets managed divided by 622 accounts).
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Questions about Gerard
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Chatham
Other advisors in New Jersey who focus on retirement planning
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
- Chatham 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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