Chamberlain Financial Planning & Wealth Management

Trust Score 86%
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Last updated: August 16th, 2019. Data source: SEC filings.


Chamberlain Financial Planning & Wealth Management, federally registered in 2015, is a Registered Investment Advisor (RIA) in 1 state(s) with a licensed staff of 4 advisors. Chamberlain Financial Planning & Wealth Management manages $243.8 million and provides investment advisory services for 157 clients (1:40 advisor/client ratio). This firm or an advisory affiliate has a disciplinary history (see below).


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Firm Information

Feature Value
Minimum Investment $120,000
Average Client Balance $1,552,611
Hybrid Advisor No
Disciplinary History Yes
Total AUM $243.8 million
Advisor / Client Ratio 1:40
Headquarters Santa Cruz, CA
SEC Filings Forms and Brochures    (CRD # 142879)
State(s) Registered CA

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