Firm
Chatham Wealth Management
Chatham, New Jersey
Fee-only
Chatham Wealth Management at a glance
- One of 217 fee-only firms based in New Jersey in the Wellspent graph.
- 4 advisors are listed here; 1 of 4 hold the CFP.
- Its Form ADV reports 6 employees and 424 individual clients, 378 of them high net worth.
- Its average account is about $1.0 million (assets it manages divided by its 622 accounts).
Fee-only advisors in New Jersey · What fee-only advisors charge in New Jersey
Facts
| Based in | Chatham, New Jersey |
|---|---|
| Website | chathamwealth.com |
| [email protected] | |
| Phone | (973) 635-4275 |
Chatham Wealth Management fees
Chatham Wealth Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets |
|---|---|
| Assets managed | $643 million |
| Individual clients | 46 |
| High-net-worth clients | 378 |
| Accounts managed | 622 |
| Employees | 6 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-58135) |
| Financial planning | Offered |
| Form ADV filed | March 25, 2026 |
| SEC record | CRD 111987 |
Advisors at this firm (4)
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