user avatar

Thomas Chester

Advisor at Commonwealth Financial Network

Updated today

Location

Southwest Harbor, ME 04679

Credentials

CFP®, Series 63, Series 66

Industry experience

26 years

About

Thomas Chester is a CFP® professional with 26 years of industry experience, currently serving at Commonwealth Financial Network since 2005. He is also affiliated with Allen Financial Group. Outside of his financial advisory role, he provides DJ services through a separate business based in Camden, ME. Commonwealth Financial Network supports a national network of advisors by providing advisory programs, technology, and operational support, enabling them to offer a wide range of investment and insurance products to retail and institutional clients.

Client services

Based on Commonwealth Financial Network

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

Based on Commonwealth Financial Network

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy

Occupation focus

Based on Commonwealth Financial Network

Founder/Business Owner Executive Retired

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Fee options

Fixed

Flat or fixed fees available for consulting services, including wealth management, retirement plan consulting, and HSA consulting.

Percentage

$0 - $750,000: 2.25% $750,000 - $1,000,000: 2.00% $1,000,000 - $2,000,000: 1.75% $2,000,000+: 1.50%

Commissions

Advisors may receive commissions on securities transactions and insurance products; additional transaction charges may apply in certain programs.

Project-based

Up to $500 per hour for consulting services.

Other

Account minimum: $1,000 Fee-only: Annual fees negotiable; fees based on percentage of assets under management; no performance-based fees.

Location

339 Main Street

Southwest Harbor, ME 04679

Most active in

Maine · Texas

Work history

Commonwealth Financial Network

2005 - Present (21 years)

Allen Financial Group

2005 - Present (21 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Series 63, Series 65

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Options & derivatives strategies Tax-loss harvesting
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Wealth management College savings (529s, UTMA, etc.)
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Series 65

Bar Harbor, ME

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Wealth management College savings (529s, UTMA, etc.)
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Wealth management College savings (529s, UTMA, etc.)
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Series 65

Bar Harbor, ME

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Wealth management College savings (529s, UTMA, etc.)
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Ryan W

CFP®, Series 63, Series 65

Bar Harbor, ME

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Wealth management College savings (529s, UTMA, etc.)
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