# Michael Chochon

> Michael Chochon is a fee-only financial advisor at Adaptive Advice in Omaha, Nebraska. Michael charges a percentage of assets and a one-time planning fee (one-time plans from $500 and 1.5% a year on the first tier of assets managed) and focuses on retirement planning and tax planning.

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

## Facts

- **Firm:** Adaptive Advice
- **Based in:** Omaha, Nebraska
- **Fee model:** Percentage of assets; One-time planning fee
- **Fees (firm's website):** one-time plans from $500; 1.5% a year on the first tier of assets managed
- **Assets under management (firm):** $8.3M across 48 accounts
- **Specialties:** Retirement planning, Tax planning
- **CRD:** 3203736 (https://adviserinfo.sec.gov/individual/summary/3203736)
- **SEC registration:** Investment adviser representative in NE
- **Exams passed:** Series 65 (2017)
- **Firm size:** 4 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** https://adaptiveadvice.com/

## Frequently asked questions

### Is Michael Chochon a fee-only financial advisor?

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

### How does Michael charge for financial advice?

Michael charges a percentage of assets and a one-time planning fee.

### How much does Michael charge?

According to Adaptive Advice's website, checked October 30, 2026: one-time plans from $500; 1.5% a year on the first tier of assets managed.

### Where is Michael Chochon based?

Michael Chochon is based in Omaha, Nebraska.

### What does Michael specialize in?

Michael's specialties include retirement planning and tax planning.

### Is Michael Chochon registered with the SEC?

Yes. Michael Chochon is registered as an investment adviser representative in NE (CRD 3203736), 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 Adaptive Advice manage?

Adaptive Advice reports $8.3M across 48 accounts in assets under management.

### How do I contact Michael Chochon?

Through Michael's website, adaptiveadvice.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/3203736): 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.adaptiveadvice.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.