Steven LaChance
Lachance Wealth Partners · Shaker Heights, Ohio
Steven LaChance is a fee-only financial advisor at Lachance Wealth Partners in Shaker Heights, Ohio. Lachance Wealth Partners reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Lachance Wealth Partners |
|---|---|
| Based in | Shaker Heights, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $2.4M across 13 accounts |
| SEC registration | Investment adviser representative in OH · CRD 6814224 |
| Exams passed | Series 65 (2025) · Series 66 (2017) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | bsky.app/profile/lachancewealth.bsky.social |
| Profile |
How Steven's firm compares
- Lachance Wealth Partners's average account is about $185,000, from its Form ADV (assets managed divided by 13 accounts).
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Questions about Steven
Is Steven LaChance a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Steven holds no broker registration, and Lachance Wealth Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Steven charge for financial advice?
Steven's firm, Lachance Wealth Partners, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Steven LaChance based?
Steven LaChance is based in Shaker Heights, Ohio.
Is Steven LaChance registered with the SEC?
Yes. Steven LaChance is registered as an investment adviser representative in OH (CRD 6814224), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Lachance Wealth Partners manage?
Lachance Wealth Partners reports $2.4M across 13 accounts in assets under management.
How do I contact Steven LaChance?
Through Steven's website, bsky.app/profile/lachancewealth.bsky.social.
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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