A complete list of active advisors currently associated with Chess Financial Planning LLC

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Chess Financial Planning provides holistic financial planning, tax-aware advice, and portfolio management primarily for middle-income individuals, personal business owners, and very small businesses. Services include ongoing financial planning delivered mainly online, retirement-plan advisory (including plan selection and 3(38) investment selection) and discrete independent engagements for specific tax or investment needs. The firm operates on a predominantly non-discretionary basis, executing trades only with client approval—either together in meetings or via written instructions—and documents strategy through Investment Policy Statements with periodic reviews. Investment recommendations draw on fundamental, technical, and cyclical analysis, use a mix of passive and active managers (including referrals to third-party managers), and integrate tax planning tools and regular risk-tolerance reassessments. Noteworthy distinctions include that the firm’s principal is an Enrolled Agent and conducts tax preparation as an outside business activity, and the adviser offers specialized, tax-sensitive alternative solutions (e.g., DSTs, Qualified Opportunity Zone funds, exchange funds) to accredited investors with disclosed fee arrangements. The firm reports most assets as non-discretionary—approximately $9 million at Schwab with about $2 million held directly for alternative assets—and discloses it no longer pursues insurance sales.

To learn more about the advisors currently working at Chess Financial Planning LLC, 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.