Chartered Advisory Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Chartered Advisory Group provides personalized financial planning, an ongoing Advice & Planning membership, and asset management to individuals (including high‑net‑worth clients), trusts, broker‑dealer customers, and business entities. The firm also offers financial institution consulting to brokerage customers under written advisory agreements.
The firm combines fundamental and technical analysis and typically implements portfolios using exchange‑traded funds and mutual funds while offering both discretionary management and a substantial amount of non‑discretionary advisory relationships; it also manages certain annuity and model‑portfolio accounts custodied through an institutional custodian. Financial planning is delivered as an ongoing, phased membership with written plans and routine or as‑needed consultations, and managed accounts are reviewed at least annually.
CAG differs from many peer team firms in that a majority of its reported assets are managed on a non‑discretionary basis and the firm operates as an insurance agency whose representatives are licensed to sell insurance products, with any commissions assigned to the firm—a relationship the brochure identifies as a potential conflict of interest. The firm also describes providing educational seminars or workshops and receiving consulting compensation from broker‑dealers for brokerage customers, practices that are less common among similar-sized advisory teams.
Client services
Expertise
Fee options
0.80% annually (negotiable)
CAG receives commissions from insurance sales assigned to firm (not representatives); commissions represent additional compensation and a conflict of interest
Advice & Planning Membership monthly fees as described above
Fee-only: Advice & Planning Membership: For individuals, $3,000 upfront (months 1-4), then $400/month (months 5-12), then $300/month (months 13+); For couples, $4,000 upfront (months 1-4), then $400/month (months 5-12), then $300/month (months 13+); Fees negotiable
Main office
130 Commons Court
Chadds Ford PA 19317
Advisors at this office
4
Most active in
Delaware · Maryland · Pennsylvania
Also doing business as
Chartered Advisory Group · Chartered Advisory Group, Inc. · Chartered Financial Group, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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
William K
ChFC®, Series 63, Series 65
Chadds Ford, PA
Chartered Advisory Group
William Kantner is a financial advisor with Chartered Advisory Group in Chadds Ford, PA, holding the ChFC® designation and Series 63 and 65 licenses. He has 43 years of industry experience, including over two decades at Chartered Financial Group, Inc. and Securities America, Inc. Outside of advising, he owns and manages office condominium properties used as branch offices and leased to tenants. Chartered Advisory Group provides personalized financial planning and asset management services to individuals, trusts, and business entities. The firm employs both fundamental and technical analysis with a focus on ETFs and mutual funds, managing accounts according to clients’ financial situations and risk tolerances.
Angela B
Series 63, Series 66
Chadds Ford, PA
Chartered Advisory Group
Angela Bean is a financial advisor with Chartered Advisory Group in Chadds Ford, PA, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. She has worked at Chartered Advisory Group since 2011 and previously at Securities America Inc. from 2006 to 2023. Chartered Advisory Group provides personalized financial planning and asset management to individuals, trusts, broker-dealer customers, and other business entities. The firm employs both fundamental and technical analysis with strategies ranging from long-term purchases to short-term trading, primarily focused on ETFs and mutual funds, and manages accounts according to each client’s financial situation and risk tolerance.
Sean S
Series 66
Chadds Ford, PA
Chartered Advisory Group
Sean Smith is a financial advisor at Chartered Advisory Group with 15 years of industry experience. He holds a Series 66 designation and has worked at Chartered Advisory Group since 2011, previously affiliated with Securities America Inc. from 2011 to 2023. Chartered Advisory Group provides personalized financial planning and asset management services to individuals, trusts, broker-dealer customers, and business entities. The firm employs both fundamental and technical analysis with a focus on ETFs and mutual funds, managing accounts according to clients’ financial situations and risk tolerance.
Robert P
Series 63, Series 66
Chadds Ford, PA
Chartered Advisory Group
Robert Pedrick is a financial advisor at Chartered Advisory Group with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Chartered Financial Group, Inc. since 2004 and Securities America, Inc. from 2005 to 2023. Chartered Advisory Group provides personalized financial planning and asset management to individuals, trusts, broker-dealer customers, and other business entities. The firm employs both fundamental and technical analysis, focusing on ETFs and mutual funds, and manages accounts based on clients’ financial situations, objectives, and risk tolerance.
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