# Spencer Garrett

> Spencer Garrett is a fee-only financial advisor at Chase Investment Counsel in Charlottesville, Virginia. Chase Investment Counsel reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/spencer-garrett/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Chase Investment Counsel
- **Based in:** Charlottesville, Virginia
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $509.8M across 137 accounts
- **CRD:** 6692788 (https://adviserinfo.sec.gov/individual/summary/6692788)
- **SEC registration:** Investment adviser representative in VA
- **Exams passed:** Series 63 (2022), Series 66 (2017)
- **Firm size:** 7 employees
- **Disclosures:** None reported
- **Website:** http://www.chasegrowthfund.com

## Frequently asked questions

### Is Spencer Garrett a fee-only financial advisor?

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

### How does Spencer charge for financial advice?

Spencer's firm, Chase Investment Counsel, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Spencer Garrett based?

Spencer Garrett is based in Charlottesville, Virginia.

### Is Spencer Garrett registered with the SEC?

Yes. Spencer Garrett is registered as an investment adviser representative in VA (CRD 6692788), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Chase Investment Counsel manage?

Chase Investment Counsel reports $509.8M across 137 accounts in assets under management.

### How do I contact Spencer Garrett?

Through Spencer's website, www.chasegrowthfund.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6692788): 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

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.