CHC Financial Solutions, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$69,060,621
Clients
73
Advisors
1
of 1 employees
About
CHC Financial Solutions, LLC provides comprehensive wealth management to individuals, high‑net‑worth clients, trusts, estates and business owners, offering discretionary portfolio management and financial planning while charging fees as a percentage of assets under management. The firm typically manages individual advisory accounts and may engage sub‑advisors to implement and execute investment strategies.
CHC’s investment process is built on individualized assessments of objectives, time horizon and risk tolerance, with an emphasis on asset allocation using mutual funds, ETFs and third‑party managers and the discretion to rebalance or make shorter‑term trades when warranted. The firm also offers discretionary management of variable annuity and registered index‑linked annuity (RILA) contracts, monitoring and reallocating underlying subaccounts and index segments on an ongoing basis.
The firm’s principal is a Certified Public Accountant and a licensed insurance agent—allocating roughly 30% of time to accounting services and about 5% to insurance activities—with those affiliations disclosed and managed under the firm’s fiduciary policies. CHC also provides pension consulting as a limited‑scope ERISA 3(21) fiduciary for retirement plans and offers financial planning at no additional cost for clients meeting a stated AUM threshold, practices that are less common among similarly sized independent advisers.
Client services
Expertise
Occupation focus
Fee options
Financial planning fees range from $2,500 to $15,000, billed in advance, with a maximum rate of $500 per hour for services rendered. Financial planning services are provided at no additional cost for Clients with at least $500,000 of assets under management in Comprehensive Wealth Management Services.
$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $3,000,000: 0.85% $3,000,001+: 0.75%
Main office
2101 Gaither Road, Suite 290
Rockville MD 20850
Advisors at this office
1
Most active in
Maryland · 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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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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