Chess Financial Planning LLC

Overview

Chess Financial Planning LLC is an independent, California-registered limited liability company that manages wealth for individuals and families. The firm describes itself as a capital allocator and focuses on financial planning, portfolio management for individuals and small businesses, and the selection of outside advisers. Ownership is listed as individual, and its fee model includes asset-based fees, hourly charges, fixed fees, and other fee arrangements. Chess does not identify as an active ESG investor and operates only within its state registration.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices