Firm
Chester Financial Services
Fredericktown, Ohio
Fee-only
Chester Financial Services at a glance
- One of 337 fee-only firms based in Ohio in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 66 individual clients, 6 of them high net worth.
- Its average account is about $104,000 (assets it manages divided by its 112 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Ohio · What fee-only advisors charge in Ohio
Facts
| Based in | Fredericktown, Ohio |
|---|---|
| Website | chesterfinancialservices.com |
| Phone | (740) 244-1307 |
Chester Financial Services fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| One-time plan | From $1,000 |
|---|---|
| How it charges | One-time plans or projects |
In the firm's words
"Become a client = one-time $1,000 fee for any individual or $1,500 for a family or business" source
"Become a client = one-time $1,000 fee for any individual or $1,500 for a family or business" source
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 | $12 million |
| Individual clients | 60 |
| High-net-worth clients | 6 |
| Accounts managed | 112 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | March 5, 2026 |
| SEC record | CRD 169565 |