A complete list of active advisors currently associated with Chessie Advisors, LLC
Warmer can help you find a great advisor at Chessie Advisors, LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Chessie Advisors, 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.
Name |
Location |
Years of experience |
|---|---|---|
Rochester Hills, MI
| 16
|
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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
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