Chastain Wealth Management
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About
Chastain Wealth Management serves individuals (including high‑net‑worth clients), as well as corporations, trusts and estates, providing financial planning and discretionary portfolio management. Client relationships typically start with a discovery process to develop a financial profile and investment plan, and many clients move from standalone planning to ongoing asset management.
The firm manages roughly $144 million in discretionary assets for a relatively small advisor team and implements portfolios using mutual funds, ETFs, individual equities and fixed income according to each client’s Investment Plan. CWM supplements its internal work with third‑party resources — notably Financial Architects for model and investment guidance — and uses a third‑party FeeX platform to review and rebalance held‑away retirement accounts without taking custody.
Distinctive features include a formal succession arrangement with another advisory firm and an ownership structure where the advisory entity is held by a separate principal owner, both of which are described as part of the firm’s continuity and governance planning. CWM also participates in an institutional brokerage platform for execution and support and, by policy, generally does not vote client proxies, leaving that voting responsibility to clients.
Client services
Expertise
Fee options
Financial planning fixed fees range from $1,500 to $15,000 per project, negotiated with client
$250,000 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001 - $3,000,000: 1.00% $3,000,001+: Negotiable
Hourly fees range from $250 - $750 per hour, negotiated with client
Account minimum: $1,000,000 generally (with discretionary exceptions)
Main office
Atlanta GA
Advisors at this office
2
Most active in
Georgia
Also doing business as
Chastain Wealth Management · Chastain Wealth Management, LLC
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.
Quick links
Advisors at this firm
Larren O
CFP®, Series 65
Atlanta, GA
Chastain Wealth Management
Larren Odom is a CFP® with 19 years of industry experience, currently serving as an advisor at Chastain Wealth Management since 2016. Prior to this, he worked at Redwood Wealth Management for eight years. He holds a Series 65 license and is based in Atlanta, GA. Chastain Wealth Management provides financial planning and discretionary portfolio management to individuals, including high-net-worth clients, as well as corporations, trusts, and estates. The firm manages approximately $144 million in discretionary assets and employs a client-centric approach that often begins with financial profiling and planning before transitioning to ongoing asset management.
Jennifer O
CFP®
Atlanta, GA
Chastain Wealth Management
Jennifer Odom is a CFP® professional with four years of experience in the financial advisory industry. She has worked at Chastain Wealth Management since 2022 and previously spent 22 years at Bryan Cave Leighton Paisner. Chastain Wealth Management serves individuals, including high-net-worth clients, as well as corporations, trusts, and estates, providing financial planning and discretionary portfolio management. The firm manages approximately $144 million in discretionary assets and uses a combination of mutual funds, ETFs, individual equities, and fixed income investments tailored to each client's investment plan.
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