Fee-only adviser · Chadds Ford, PA
Chadds Ford Wealth Partners, LLC
Chadds Ford Wealth Partners, LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Chadds Ford, Pennsylvania. On its latest Form ADV, filed March 30, 2026, it reports $1.3B in regulatory assets under management, 60 individual clients and 2 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 304159 · SEC file 801-116802 |
| Office | 225 Wilmington West Chester Pike Suite 200 Chadds Ford, PA 19317 |
| Phone | (484) 273-0995 |
| Website | www.chaddsfordwealth.com |
| Regulatory assets under management | $1.3B ($31M discretionary) |
| Individual clients | 11 non-high-net-worth, 49 high-net-worth |
| Financial planning clients | 1-10 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management, Selection of other advisers |
| Employees | 3 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 30, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Chadds Ford
- DT Investment Partners, LLC $1.9B
- Smithbridge Asset Management, Inc. $831M
- Dimatteo Financial Group $42M
- PF Advisors $238M
- Gardner Lewis Asset Management LP $456M
- Owls Nest Partners $441M
See all 7 fee-only advisers in Chadds Ford →
Nearby
- Rockland 1 firm
- Montchanin 1 firm
- Kennett Square 2 firms
- Glen Mills 2 firms
- West Chester 6 firms
- Chester Heights 1 firm
- Wilmington 17 firms
- Media 6 firms
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