Joseph Chappius
Under PAR Planning · Buffalo, New York
Joseph Chappius is a fee-only financial advisor at Under PAR Planning in Buffalo, New York. Under PAR Planning reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Under PAR Planning |
|---|---|
| Based in | Buffalo, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $33.0M across 193 accounts |
| SEC registration | Investment adviser representative in NY · CRD 5928163 |
| Exams passed | Series 63 (2013) · Series 65 (2019) |
| Firm size | 2 employees |
| Disclosures | Reported; see the SEC record |
| Website | underparplanning.com |
How Joseph's firm compares
- Under PAR Planning's average account is about $171,000, from its Form ADV (assets managed divided by 193 accounts).
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Questions about Joseph
Is Joseph Chappius a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joseph holds no broker registration, and Under PAR Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joseph charge for financial advice?
Joseph's firm, Under PAR Planning, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Joseph Chappius based?
Joseph Chappius is based in Buffalo, New York.
Is Joseph Chappius registered with the SEC?
Yes. Joseph Chappius is registered as an investment adviser representative in NY (CRD 5928163), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Under PAR Planning manage?
Under PAR Planning reports $33.0M across 193 accounts in assets under management.
How do I contact Joseph Chappius?
Through Joseph's website, underparplanning.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
- 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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