# Lynda Bartsch

> Lynda Bartsch is a fee-only financial advisor at Chaney Capital Management in Lynnwood, Washington. Lynda focuses on estate & legacy planning. Chaney Capital Management reports charging a percentage of assets on its Form ADV.

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

## Facts

- **Firm:** Chaney Capital Management
- **Based in:** Lynnwood, Washington
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $455.5M across 1,227 accounts
- **Specialties:** Estate & legacy planning
- **CRD:** 2725382 (https://adviserinfo.sec.gov/individual/summary/2725382)
- **SEC registration:** Investment adviser representative in WA
- **Exams passed:** Series 63 (1998), Series 65 (1999)
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** http://www.chaneycapital.com/

## Frequently asked questions

### Is Lynda Bartsch a fee-only financial advisor?

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

### How does Lynda charge for financial advice?

Lynda's firm, Chaney Capital Management, reports charging a percentage of assets on its SEC Form ADV.

### Where is Lynda Bartsch based?

Lynda Bartsch is based in Lynnwood, Washington.

### What does Lynda specialize in?

Lynda's specialties include estate & legacy planning.

### Is Lynda Bartsch registered with the SEC?

Yes. Lynda Bartsch is registered as an investment adviser representative in WA (CRD 2725382), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Chaney Capital Management manage?

Chaney Capital Management reports $455.5M across 1,227 accounts in assets under management.

### How do I contact Lynda Bartsch?

Through Lynda's website, www.chaneycapital.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2725382): 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.chaneycapital.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.