Hannah Chavez
Financial Strategies Inc. · Brookfield, Wisconsin
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.
Request an introduction to Hannah →
Specialties
Who they serve
- Executives
- Retirees
Facts
| Firm | Financial Strategies Inc. |
|---|---|
| Based in | Brookfield, Wisconsin |
| Fee model | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $149.8M across 560 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in WI · CRD 6739973 |
| Exams passed | Series 65 (2020) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | financialstrategiesinc.com |
How Hannah's firm compares
- Financial Strategies Inc.'s average account is about $268,000, from its Form ADV (assets managed divided by 560 accounts).
Request an introduction to Hannah
Tell Hannah a little about what you're looking for. Hannah isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Hannah
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Financial Strategies Inc. website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
See something wrong? Request a correction. Read our methodology.