Guy Chadwick
Third Stanza Group · Cave Creek, Arizona
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.
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Specialties
Who they serve
- Founders
- Retirees
- Pre-retirees
Facts
| Firm | Third Stanza Group |
|---|---|
| Based in | Cave Creek, Arizona |
| Fee model (firm's Form ADV) | Percentage of assets |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $38K across 1 accounts |
| SEC registration | Investment adviser representative in AZ, OR, WA · CRD 7771488 |
| Exams passed | Series 66 (2023) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.thirdstanzagroup.com |
| Profile |
How Guy's firm compares
- Third Stanza Group's average account is about $38,000, from its Form ADV (assets managed divided by 1 accounts).
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Questions about Guy
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.
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
- Third Stanza Group 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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