Chair Six Financial Planning

The firm does not publicly disclose named principals or investment committee members. As a PLLC, investment decisions likely rest with the firm's owner or a small team of advisors. No regulatory filings naming specific decision-makers are available in public records as of the latest review.

Chair Six is structured as a fee-only RIA, meaning it avoids commissions or product-based compensation. The firm charges clients directly, either as a percentage of assets under management (AUM) or through fixed financial-planning fees. This model is disclosed in its Form ADV filing with regulators, but specific fee schedules are not publicly posted.

Chair Six is not structured as a family office. It is a registered investment advisor serving multiple unrelated clients. Its PLLC structure and focus on financial planning distinguish it from the private-capital management model typical of single- or multi-family offices.

Based on its RIA registration and business name, Chair Six likely serves high-net-worth individuals, families, and potentially small institutional clients needing financial planning and portfolio management. No client list or minimum asset thresholds are publicly available, so the full client profile is unconfirmed.

No. The firm's public filings and service descriptions indicate a focus on financial planning and portfolio management using publicly traded securities, ETFs, and mutual funds. There is no evidence of direct private equity, venture capital, or real estate deal participation in available records.