Michael Chochon
Adaptive Advice · Omaha, Nebraska
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.
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Specialties
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 | $8.3M across 48 accounts |
| SEC registration | Investment adviser representative in NE · CRD 3203736 |
| Exams passed | Series 65 (2017) |
| Firm size | 4 employees |
| Disclosures | Reported; see the SEC record |
| Website | adaptiveadvice.com |
| Profile |
How Michael's firm compares
- A one-time plan starts at $500, below the US median of $2,000 for fee-only firms that publish prices.
- Adaptive Advice's average account is about $173,000, from its Form ADV (assets managed divided by 48 accounts).
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Questions about Michael
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.
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
- Adaptive Advice 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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