Chisholm Financial Planning & Investments
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Chisholm Financial Planning & Investments advises individual clients on investment management and financial planning. The firm provides fee-based asset management, hourly or fixed-fee financial planning, and occasional educational workshops, and reports $47 million in assets under management, all classified as non-discretionary.
Investment recommendations are tailored to client objectives, time horizon, and risk tolerance and may employ asset allocation, dollar-cost averaging, technical analysis, and both long- and short-term purchase strategies. Because the firm’s reported AUM is non-discretionary, clients generally retain approval over individual transactions, and accounts are reviewed at least biannually.
The firm’s structure is noteworthy for combining advisory services with other professional activities: the principal is a licensed attorney who offers legal consulting as a separate practice and is also a licensed insurance agent (disclosed as occupying up to 30% of her time), arrangements the brochure identifies as potential conflicts of interest. Operating as a single-advisor practice with a relatively small client base, Chisholm emphasizes coordinated planning and advisory services while disclosing these ancillary business activities and related conflict-management policies.
Client services
Expertise
Fee options
Fixed fees from $2,000 to $6,000 per project
$0 - $500,000: 1.30% $500,001 - $750,000: 1.15% $750,001 - $1,000,000: 1.00% $1,000,001+: 0.80%
$300 - $450 per hour
Minimum fee: $6,000 annually ($500 monthly) minimum fee for clients investing less than $500,000 Fee-only: Hourly fees $300 - $450 per hour; Fixed fees for consulting projects range from $2,000 to $6,000 per project
Main office
Henderson NY
Advisors at this office
1
Most active in
California · New York
Also doing business as
Chisholm Financial Inc. · Chisholm Financial Planning & Investments · Chisholm Financial Planning And Investments · Chisholm Planning, LLC · Jennifer Erdmann, Inc.
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:
Lawyer
They provide legal services, typically billed separately.
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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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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