A complete list of active advisors currently associated with Chisholm Financial Planning & Investments

Warmer can help you find a great advisor at Chisholm Financial Planning & Investments or one who fits your needs even better.

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.

To learn more about the advisors currently working at Chisholm Financial Planning & Investments, 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.