# Guy Chadwick

> Guy Chadwick is a fee-only financial advisor at Third Stanza Group in Cave Creek, Arizona. Guy focuses on small business owners, tax planning and retirement planning. Third Stanza Group reports charging a percentage of assets on its Form ADV.

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

## Facts

- **Firm:** Third Stanza Group
- **Based in:** Cave Creek, Arizona
- **Fee model (firm's Form ADV):** Percentage of assets
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $38K across 1 accounts
- **Specialties:** Small business owners, Tax planning, Retirement planning
- **Works with:** Founders, Retirees, Pre-retirees
- **CRD:** 7771488 (https://adviserinfo.sec.gov/individual/summary/7771488)
- **SEC registration:** Investment adviser representative in AZ, OR, WA
- **Exams passed:** Series 66 (2023)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://www.thirdstanzagroup.com

## Frequently asked questions

### Is Guy Chadwick a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Guy holds no broker registration, and Third Stanza Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Guy charge for financial advice?

Guy's firm, Third Stanza Group, reports charging a percentage of assets on its SEC Form ADV.

### Does Guy work with clients virtually?

Yes. Third Stanza Group says on its website that it works with clients remotely.

### Where is Guy Chadwick based?

Guy Chadwick is based in Cave Creek, Arizona.

### What does Guy specialize in?

Guy's specialties include small business owners, tax planning and retirement planning. Guy works with founders, retirees and pre-retirees.

### Is Guy Chadwick registered with the SEC?

Yes. Guy Chadwick is registered as an investment adviser representative in AZ, OR and WA (CRD 7771488), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Third Stanza Group manage?

Third Stanza Group reports $38K across 1 accounts in assets under management.

### How do I contact Guy Chadwick?

Through Guy's website, www.thirdstanzagroup.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7771488): 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://thirdstanzagroup.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.