# Lori Chittenden

> Lori Chittenden is a fee-only financial advisor at Buckley Wealth in Las Vegas, Nevada, who holds the CFP credential. Lori focuses on retirement planning, family wealth transfer and small business owners. Buckley Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/lori-chittenden/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Buckley Wealth
- **Based in:** Las Vegas, Nevada
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Fees (firm's website):** no asset minimum
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $644.0M across 614 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Family wealth transfer, Small business owners, Founders (pre-exit), Sustainable & impact investing
- **Works with:** High earners, Multi-generational families
- **CRD:** 2473288 (https://adviserinfo.sec.gov/individual/summary/2473288)
- **SEC registration:** Investment adviser representative in NV
- **Exams passed:** Series 63 (1994), Series 65 (1996), Series 66 (2010)
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** https://www.buckleywealth.com/

## Frequently asked questions

### Is Lori Chittenden a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Lori holds no broker registration, and Buckley Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Lori charge for financial advice?

Lori's firm, Buckley Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### How much does Lori charge?

According to Buckley Wealth's website, checked October 30, 2026: no asset minimum.

### Does Lori work with clients virtually?

Yes. Buckley Wealth says on its website that it works with clients remotely.

### Where is Lori Chittenden based?

Lori Chittenden is based in Las Vegas, Nevada.

### What does Lori specialize in?

Lori's specialties include retirement planning, family wealth transfer, small business owners, founders (pre-exit) and sustainable & impact investing. Lori works with high earners and multi-generational families.

### What credentials does Lori Chittenden hold?

Lori Chittenden holds the CFP credential.

### Is Lori Chittenden registered with the SEC?

Yes. Lori Chittenden is registered as an investment adviser representative in NV (CRD 2473288), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Buckley Wealth manage?

Buckley Wealth reports $644.0M across 614 accounts in assets under management.

### How do I contact Lori Chittenden?

Through Lori's website, www.buckleywealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2473288): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.buckleywealth.com/): specialties, clients served, and fees, checked October 30, 2026

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