RIA Intel›Advisers›Maine›CHESS FINANCIAL PLANNING LLC

CHESS FINANCIAL PLANNING LLC

Advisory

Data as of Aug 25, 2026 · Source: SEC Form ADV

Average account

$163K

across 80 accounts

AUM per adviser

$13M

1 adviser

Source: SEC Form ADV. Figures as filed Aug 25, 2026.

Total AUM

$13M

Discretionary %

0%

Clients

37

Employees

1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$13M

Discretionary AUM$0

Non-Discretionary AUM$13M

Discretionary %0%

Total Clients37

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

37 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in ME

Closest by assets under management. All figures from Form ADV.

SILVER ACCOUNTING SERVICE

$14M

ZEN FINANCIAL PLANNING, LLC

YORK, ME

$14M

FREEDOM WEALTH ADVISORS, LLC

$12M

MARSHALL POINT ADVISORS LLC

$11M

JAMES HEAVEY WEALTH ADVISORS, LLC

$17M

INTEGRAL FINANCIAL PLANNERS, LLC

$9M

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