Chapters to Wealth
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Chapters to Wealth is a newly formed, fee-only independent advisory firm that provides comprehensive financial planning to individuals and high‑net-worth clients. Its services include ongoing, hourly, and project-based planning across areas such as retirement and distribution planning, estate planning, tax-aware strategies, college savings, employee benefits optimization, business planning, insurance review, and investment analysis.
The firm does not manage client investment accounts, accept custody, or exercise investment discretion; when securities recommendations are provided as part of a plan, clients are responsible for implementation through their chosen custodians. Its planning recommendations are informed by modern portfolio theory and include analysis of mutual funds, ETFs, and, on occasion, alternative investments, with attention to risks such as market, interest rate, and liquidity risk.
What is distinctive for this firm relative to many peers is that it does not offer portfolio management for individuals and does not use percentage‑of‑assets under management fees; instead it is compensated solely through fixed recurring, hourly, or project billing arrangements. The firm’s principal holds CFP® certification and the ADV indicates this is the first filing, reflecting a newly established practice without client assets under management or custody.
Client services
Financial planning
Expertise
Business ownership considerations
Business exit / sale strategy
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Fee options
Fixed recurring fee for Ongoing Financial Planning, ranging from $150 to $833.33 per month or $450 to $2,500 per quarter; Project-Based fixed fees from $650 to $10,000
$325 per hour for Hourly Financial Planning and Project-Based Financial Planning
Fee-only: Ongoing Financial Planning: $150 to $833.33 per month or $450 to $2,500 per quarter (fixed recurring fee, negotiable) Hourly Financial Planning: $325 per hour (negotiable) Project-Based Financial Planning: $325 per hour; fixed fee range $650 to $10,000 based on estimated hours (fixed fee based on estimate, negotiable)
Main office location
Chapters to Wealth
Lewis Center OH, United States
Number of offices
1
Most active in
Chapters to Wealth has reported serving >5 clients in these states in the last 12 months.
Ohio
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
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.
Forms ADV
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