CHAMBERLAIN FINANCIAL PLANNING, LLC

CHAMBERLAIN FINANCIAL PLANNING & WEALTH MANAGEMENT
SANTA CRUZ, California·1 registered advisor·CRD# 142879
SEC# 801-871743831-420-1340
01

Firm Overview

AUM
$321M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Compensation
Hourly charges
Subscription fees
Other: ANNUAL RETAINER
03

Specialties

Financial PlanningInvestment Management
04

Advisors at CHAMBERLAIN FINANCIAL PLANNING, LLC

1 registered advisor
Michael David Chamberlain
SANTA CRUZ, California
05

Office Locations

SANTA CRUZ, California
1 advisor

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. CHAMBERLAIN FINANCIAL PLANNING, LLC (CRD# 142879) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.