Raul Chavez
RCH Fields Family Wealth Management · Denver, Colorado
Raul Chavez is a fee-only financial advisor at RCH Fields Family Wealth Management in Denver, Colorado. RCH Fields Family Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | RCH Fields Family Wealth Management |
|---|---|
| Based in | Denver, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $27.1M across 22 accounts |
| SEC registration | Investment adviser representative in CO, CT, TX · CRD 3185803 |
| Exams passed | Series 63 (2001) · Series 65 (2006) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Raul's firm compares
- RCH Fields Family Wealth Management's average account is about $1.2 million, from its Form ADV (assets managed divided by 22 accounts).
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Questions about Raul
Is Raul Chavez a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Raul holds no broker registration, and RCH Fields Family Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Raul charge for financial advice?
Raul's firm, RCH Fields Family Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Raul Chavez based?
Raul Chavez is based in Denver, Colorado.
Is Raul Chavez registered with the SEC?
Yes. Raul Chavez is registered as an investment adviser representative in CO, CT and TX (CRD 3185803), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does RCH Fields Family Wealth Management manage?
RCH Fields Family Wealth Management reports $27.1M across 22 accounts in assets under management.
How do I contact Raul Chavez?
Contact details aren't on file yet. Search for RCH Fields Family Wealth Management.
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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