Lachance Wealth Partners
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
LaChance Wealth Partners is a fee-only registered investment adviser, founded in 2025, that offers wealth management and financial planning to individuals and high-net-worth clients. Services include ongoing investment management across stocks, bonds, mutual funds, ETFs and municipal securities, as well as project-based planning for retirement, tax, estate, business, and cash-flow matters.
The firm builds client-specific asset allocation plans and employs a mix of passive and active strategies, with the option to incorporate socially conscious (ESG) investments when requested. LWP frequently recommends and coordinates third‑party Outside Managers and participates in the Altruist Model Marketplace, assisting with onboarding and conducting ongoing reviews of those advisers.
As a small, newly formed adviser, LWP reported no assets under management as of December 31, 2025 and uses a recommended custodian platform (Altruist) for account execution and model delivery. Its routine practice of actively selecting, onboarding, and periodically reviewing Outside Managers—combined with a single-fee billing arrangement where the Outside Manager remits the firm’s fee—and the principal’s continued operation of a non-investment consultancy (approximately 10% of professional time) are operational features that distinguish it from many peers.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Cash flow / budgeting
Debt management
College savings (529s, UTMA, etc.)
Business ownership considerations
Fee options
$0 - $500,000: 1.75% $500,001 - $1,000,000: 1.25% $1,000,001 - $5,000,000: 1.00% $5,000,001+: 0.87%
Fee-only: Project-Based Financial Planning fees range from $800 to $10,000 fixed fee
Main office location
Lachance Wealth Partners
Shaker Heights OH, United States
Number of offices
1
Most active in
Lachance Wealth Partners has reported serving >5 clients in these states in the last 12 months.
Ohio
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
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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