Joan Giardina
Chesley, Taft & Associates · Chicago, Illinois
Joan Giardina is a fee-only financial advisor at Chesley, Taft & Associates in Chicago, Illinois, who holds the CFA credential. Chesley, Taft & Associates reports charging a percentage of assets and fixed fees on its Form ADV.
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Who they serve
- Multi-generational families
Facts
| Firm | Chesley, Taft & Associates |
|---|---|
| Based in | Chicago, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $3.01B across 1,831 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in IL, TX · CRD 4781785 |
| Firm size | 18 employees |
| Disclosures | None reported |
| Website | www.chesleytaft.com |
How Joan's firm compares
- Chesley, Taft & Associates's average account is about $1.6 million, from its Form ADV (assets managed divided by 1,831 accounts).
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Questions about Joan
Is Joan Giardina a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joan holds no broker registration, and Chesley, Taft & Associates reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joan charge for financial advice?
Joan's firm, Chesley, Taft & Associates, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Joan Giardina based?
Joan Giardina is based in Chicago, Illinois.
What credentials does Joan Giardina hold?
Joan Giardina holds the CFA credential.
Is Joan Giardina registered with the SEC?
Yes. Joan Giardina is registered as an investment adviser representative in IL and TX (CRD 4781785), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Chesley, Taft & Associates manage?
Chesley, Taft & Associates reports $3.01B across 1,831 accounts in assets under management.
How do I contact Joan Giardina?
Through Joan's website, www.chesleytaft.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
- Chesley, Taft & Associates 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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