Be advised. This firm is no longer registered.

Chamberlain Financial Planning & Wealth Management

Chamberlain Financial Planning & Wealth Management (CRD# 142879) is a financial advisory firm headquartered in Santa Cruz, CA. They manage $320,994,000 in 169 accounts and serve the financial needs of clients across 0 states (or territories).

By the Numbers
  • Total Assets Under Management
    321
    MILLION
  • Total Number of Accounts
    169
    ACCOUNTS
  • Average Account Value
    $1,899,373
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

Financial Advisors at Chamberlain Financial Planning & Wealth Management
No Advisor Found.
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