Bruton Chisnell Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$406,118,304
Clients
577
Advisors
4
across 2 offices
About
Bruton Chisnell provides financial planning, consulting, and investment management to individuals (including high-net-worth clients) and a range of institutional clients identified in its brochure—pension and profit-sharing plans, trusts, estates, charitable organizations, banking and thrift institutions, and corporations. Services are available on both discretionary and non-discretionary bases and commonly include allocations among Independent Managers, mutual funds, ETFs, and advice on variable annuity/life products.
The firm’s investment process centers on fundamental analysis and tailored asset allocation, with client risk tolerance and time horizon determining portfolio construction and manager selection. Bruton Chisnell monitors managed accounts on an ongoing basis with at least quarterly reviews and annual client meetings, and it often implements strategies via third‑party Independent Managers as well as in‑house oversight.
What is distinctive is the firm’s scale relative to its adviser headcount: it reports roughly $772 million in AUM with a small adviser team, yielding more than $250 million of AUM per adviser and nearly 200 clients per adviser—ratios that are uncommon among similar team firms. The brochure also discloses relationships where supervised persons may act as registered representatives and licensed insurance agents (including a program relationship with Valmark) and the firm’s work with institutional/public-plan clients, all of which introduce implementation options and documented conflict‑management procedures.
Client services
Expertise
Fee options
Fixed fees for financial planning and consulting services generally range from $500 to $2,500
$0 - $150,000: 1.50% minimum fee $0 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.70% $5,000,001 - $15,000,000: 0.30% Above $15,000,000+: Negotiable
Certain supervised persons offer securities brokerage and insurance services under a commission arrangement
Hourly rates for financial planning and consulting services range from $100 to $250 per hour
Account minimum: $150,000 Minimum fee: Minimum annual fee of $5,000, with a minimum fee of 1.50% on accounts under $150,000 Fee-only: Financial planning and consulting fees generally range from $500 to $2,500 fixed fee or $100 to $250 hourly rate
Main office
See office521 East Lancaster Avenue
Downingtown PA 19335
Advisors at this office
3
Offices (2)
Most active in
Delaware · Florida · Maryland · New Hampshire · New Jersey · New York · North Carolina · Ohio · Pennsylvania · Texas · Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
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