CHESS FINANCIAL PLANNING LLC

CHESS FINANCIAL PLANNING LLC is an SEC-registered investment adviser (CRD 292777). Regulatory assets under management: $8.9M.

Registration

• CRD: 292777
• Type: Registered investment adviser
• Phone: 207-432-4552
• Latest filing: 2026-04-02
• Regulatory AUM: $8.9M
• Non-discretionary AUM: $8.9M
• Clients: 1
• Accounts: 80

Business model

Compensation: % of AUM, Hourly, Fixed, Other.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 292777 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search