# Hannah Chavez

> Hannah Chavez is a fee-only financial advisor at Financial Strategies Inc. in Brookfield, Wisconsin, who holds the CFP credential. Hannah charges a percentage of assets and focuses on retirement planning, tax planning and family wealth transfer.

Page: https://find.wellspent.co/advisors/hannah-chavez/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Financial Strategies Inc.
- **Based in:** Brookfield, Wisconsin
- **Fee model:** Percentage of assets
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $149.8M across 560 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Tax planning, Family wealth transfer
- **Works with:** Executives, Retirees
- **CRD:** 6739973 (https://adviserinfo.sec.gov/individual/summary/6739973)
- **SEC registration:** Investment adviser representative in WI
- **Exams passed:** Series 65 (2020)
- **Firm size:** 7 employees
- **Disclosures:** None reported
- **Website:** https://financialstrategiesinc.com

## Frequently asked questions

### Is Hannah Chavez a fee-only financial advisor?

Yes. Hannah Chavez is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Hannah's firm.

### How does Hannah charge for financial advice?

Hannah charges a percentage of assets.

### Where is Hannah Chavez based?

Hannah Chavez is based in Brookfield, Wisconsin.

### What does Hannah specialize in?

Hannah's specialties include retirement planning, tax planning and family wealth transfer. Hannah works with executives and retirees.

### What credentials does Hannah Chavez hold?

Hannah Chavez holds the CFP credential.

### Is Hannah Chavez registered with the SEC?

Yes. Hannah Chavez is registered as an investment adviser representative in WI (CRD 6739973), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Financial Strategies Inc. manage?

Financial Strategies Inc. reports $149.8M across 560 accounts in assets under management.

### How do I contact Hannah Chavez?

Through Hannah's website, financialstrategiesinc.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/3998): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://financialstrategiesinc.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.