Chestnut Beach Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Chestnut Beach Wealth serves individual and high-net-worth clients with a mix of portfolio management, comprehensive financial planning, and shorter paid consultations. The firm offers managed accounts for individuals and also provides one-time planning engagements and 60-minute consultations, reflecting common independent-firm services such as percentage-of-AUM investment fees alongside flat-fee planning.
The firm’s investment process emphasizes asset allocation and modern portfolio theory informed by fundamental, technical, and cyclical analysis, with regular monitoring and an annual plan review. Notably, the firm’s ongoing “Manage Your Wealth” service bundles continuous investment management together with comprehensive financial planning rather than offering investment management as a standalone product.
Distinctive features include its recent formation and registration in 2026 and that, as of the brochure date, it reported no assets under management, reflecting a firm at launch rather than an established practice. It operates as a small independent adviser with a single registered adviser but not as a typical solo-practice model, discloses a fee-only structure, uses major institutional custodians, and states it does not aggregate block trades and relies on custodian statements rather than producing separate performance reports.
Client services
Expertise
Fee options
60-Minute Consultation at $300 per call
$0 - $1,000,000: 1.00% $1,000,000+: 0.50%
Fee-only: Comprehensive Financial Planning fees range from $3,000 to $6,500 or more depending on complexity
Main office
Wilmette IL
Advisors at this office
1
Most active in
Illinois
Also doing business as
Chestnut Beach Wealth · Chestnut Beach Wealth 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
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