A complete list of active advisors currently associated with Chartered Advisory Group

Warmer can help you find a great advisor at Chartered Advisory Group or one who fits your needs even better.

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.

To learn more about the advisors currently working at Chartered Advisory Group, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.