Chessie Advisors, LLC
Rochester Hills, Michigan
Chessie Advisors, LLC at a glance
- One of 237 fee-only firms based in Michigan in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 18 individual clients, 5 of them high net worth.
- Its average account is about $320,000 (assets it manages divided by its 40 accounts).
Fee-only advisors in Michigan · What fee-only advisors charge in Michigan
Facts
| Based in | Rochester Hills, Michigan |
|---|---|
| Website | chessieadvisors.com |
| [email protected] | |
| Phone | (248) 710-0503 |
Questions about Chessie Advisors, LLC
How is Chessie Advisors, LLC paid?
Chessie Advisors, LLC's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Chessie Advisors, LLC have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Chessie Advisors, LLC.
What is the average account at Chessie Advisors, LLC?
Chessie Advisors, LLC's average account is about $320,000. That's the assets on its Form ADV divided by its 40 accounts.
Chessie Advisors, LLC fees
Chessie Advisors, LLC doesn't publish its prices on its website, or we couldn't confirm them word for word. 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $13 million |
| Individual clients | 13 |
| High-net-worth clients | 5 |
| Accounts managed | 40 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | March 31, 2026 |
| SEC record | CRD 171611 |
Advisors at this firm (1)
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