Chadwick Financial Advisors, LLC
Firm details
- Headquarters
- Collinsville, Connecticut
- CRD number
- 300584
- Website
- www.fiscalwisdom.com
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Chadwick Financial Advisors, LLC is a limited liability company that provides a range of financial services, including financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm operates as a capital allocator and engages in the selection of other advisers, along with offering educational seminars and workshops. While it does not focus on ESG investments, it maintains a diverse client base and employs a fee structure that includes a percentage of assets under management, hourly charges, and fixed fees.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Michael Chadwick
Owner & CEOCRD 2538140
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Collinsville, CT
Hartford
Location
Collinsville, CT
Headquartered in Collinsville, CT, anchoring the Hartford-East Hartford, CT metro in the Northeast.
- Metro area
- Hartford-East Hartford, CT
- Region
- Northeast
- County
- Hartford
- Address
- 61 Maple Ave
- Time zone
- ET (UTC-5)
- Office locations
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