Chessie Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Chessie Advisors provides fee‑only financial planning and investment management to individuals, families, trusts, retirement plans, nonprofits, and businesses. Like many independent advisers, it charges percentage‑of‑AUM fees for discretionary portfolio management while also offering consultative planning, project‑based, and hourly engagements.
The firm’s investment approach blends Modern Portfolio Theory with a Core + Satellite framework, using low‑cost index funds and ETFs as the core and adding non‑traditional indexing and active satellite positions, with periodic rebalancing and risk‑tolerance assessments. Chessie retains investment oversight even when it utilizes third‑party managers to execute trades or rebalance and states that it covers any fees charged by those outside managers.
Chessie periodically offers no‑charge educational workshops on topics such as retirement strategies, college funding, and employee benefits, an offering that is uncommon among peers. The firm is led by its founder, who holds CFP® and enrolled‑agent credentials, and discloses an affiliated tax‑preparation business and the use of self‑service estate/financial planning technology — arrangements noted in the brochure as potential sources of referrals or additional client services.
Client services
Expertise
Fee options
Project-based fees quoted upfront; technology access fees range from $300 to $900
$0 - $500,000: 0.90% annually (0.075% monthly) $500,000.01 - $1,000,000: 0.72% annually (0.060% monthly) $1,000,000.01 - $2,000,000: 0.48% annually (0.040% monthly) $2,000,000.01 - $4,000,000: 0.36% annually (0.030% monthly) $4,000,000.01 - $10,000,000: 0.24% annually (0.020% monthly) $10,000,000.01+: Negotiable
$350 per hour, billed in 30-minute increments, $700 minimum fee
Chessie Guidance℠ ongoing annual fees paid monthly in advance, typically $3,540 to $25,200 annually
Minimum fee: Minimum annual fee of $3,540 ($295/month) for Chessie Guidance℠ service Fee-only: Fee-only financial planning and investment advisory services; no commissions accepted
Main office
Rochester Hills MI
Advisors at this office
1
Most active in
Michigan
Also doing business as
Chessie Advisors · Chessie Advisors, 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.
Forms ADV
Quick links
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