# Chadwick Financial Advisors, LLC

> Chadwick Financial Advisors, LLC is a state-registered investment advisory firm in Canton, CT, registered since 2019, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 31, 2023.

- CRD: 300584
- Filed as: CHADWICK FINANCIAL ADVISORS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Canton, CT
- Filing period: October 2026
- Form ADV filing dated: March 31, 2023
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/300584
- AdvisorCensus page: https://advisorcensus.com/firm/chadwick-financial-advisors-llc-canton-ct-300584

## Quick answers

**How is Chadwick Financial Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Chadwick Financial Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Chadwick Financial Advisors, LLC located?**
Chadwick Financial Advisors, LLC's principal office is in Canton, CT, according to its Form ADV.

**Is Chadwick Financial Advisors, LLC registered with the SEC or a state?**
Chadwick Financial Advisors, LLC is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 300584.

**How much does Chadwick Financial Advisors, LLC manage?**
Chadwick Financial Advisors, LLC reports $0 in regulatory assets under management in its Form ADV filing dated March 31, 2023.

**Does Chadwick Financial Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/300584

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $0
- Discretionary: $0
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Not reported | $0 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2019 (7 years)
- Employees: 3 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- fiscalwisdom.com
- Facebook @Chadwick-Financial-Advisors-505625166159016
- LinkedIn @mike16
- X @MikeChadwickCFP
- YouTube @UC_tKnPAZ2_wv5QE8SdIOOcw

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Chadwick Financial Advisors, LLC (CRD 300584): Form ADV filing data as of October 2026.