Chess Financial Planning LLC

Overview

Chess Financial Planning LLC is a small, independent registered investment adviser operating as a limited liability company and focused on individual and family clients. The firm positions itself primarily as a comprehensive planning and advisory practice: it provides financial planning, portfolio management for individuals and small businesses, and acts as a capital allocator by selecting other advisers when clients need specialized management. Chess uses a fee mix that includes a percentage of assets under management as well as hourly and fixed-fee engagements, which aligns with a hybrid planning-and-advisory model. Their operating model is non-discretionary across the book of business, so client-directed accounts and collaborative decision-making are central to how portfolios are run. Chess is not an active ESG investor and does not present as a multi-state or institutional pension consultant; rather, the firm appears to focus on hands-on advice for a concentrated client base.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices