Lori Chittenden
Buckley Wealth · Las Vegas, Nevada
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.
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Specialties
Who they serve
- High earners
- Multi-generational families
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 |
| Accepting new clients | Yes |
| Assets under management | $644.0M across 614 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NV · CRD 2473288 |
| Exams passed | Series 63 (1994) · Series 65 (1996) · Series 66 (2010) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.buckleywealth.com |
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Questions about Lori
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.
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
- Buckley Wealth 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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