Jessi Chadd
Aspyre Wealth Partners · Overland Park, Kansas
Jessi Chadd is a fee-only financial advisor at Aspyre Wealth Partners in Overland Park, Kansas, who holds the CFP credential. Aspyre Wealth Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Aspyre Wealth Partners |
|---|---|
| Based in | Overland Park, Kansas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $668.3M across 1,559 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in KS · CRD 5326985 |
| Exams passed | Series 65 (2009) |
| Firm size | 17 employees |
| Disclosures | None reported |
| Website | aspyrewealth.com |
How Jessi's firm compares
- Aspyre Wealth Partners's average account is about $429,000, from its Form ADV (assets managed divided by 1,559 accounts).
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Questions about Jessi
Is Jessi Chadd a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jessi holds no broker registration, and Aspyre Wealth Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jessi charge for financial advice?
Jessi's firm, Aspyre Wealth Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jessi Chadd based?
Jessi Chadd is based in Overland Park, Kansas.
What credentials does Jessi Chadd hold?
Jessi Chadd holds the CFP credential.
Is Jessi Chadd registered with the SEC?
Yes. Jessi Chadd is registered as an investment adviser representative in KS (CRD 5326985), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Aspyre Wealth Partners manage?
Aspyre Wealth Partners reports $668.3M across 1,559 accounts in assets under management.
How do I contact Jessi Chadd?
Through Jessi's website, aspyrewealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Overland Park
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
- 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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