Nancy Challenger
Challenger Wealth Management · Aliso Viejo, California
Nancy Challenger is a fee-only financial advisor at Challenger Wealth Management in Aliso Viejo, California. Challenger Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Challenger Wealth Management |
|---|---|
| Based in | Aliso Viejo, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $275.5M across 563 accounts |
| SEC registration | Investment adviser representative in CA, TX · CRD 1377977 |
| Exams passed | Series 63 (1985) · Series 65 (2001) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.challengerwealth.com |
| Profile |
How Nancy's firm compares
- Challenger Wealth Management's average account is about $489,000, from its Form ADV (assets managed divided by 563 accounts).
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Questions about Nancy
Is Nancy Challenger a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Nancy holds no broker registration, and Challenger Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Nancy charge for financial advice?
Nancy's firm, Challenger Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Nancy Challenger based?
Nancy Challenger is based in Aliso Viejo, California.
Is Nancy Challenger registered with the SEC?
Yes. Nancy Challenger is registered as an investment adviser representative in CA and TX (CRD 1377977), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Challenger Wealth Management manage?
Challenger Wealth Management reports $275.5M across 563 accounts in assets under management.
How do I contact Nancy Challenger?
Through Nancy's website, www.challengerwealth.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
- 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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