Chatterton & Associates

The firm delivers coordinated planning that combines CFP®-led wealth management with in-house tax preparation and estate-law support. Clients receive a unified advisory team covering personal financial planning, year-round tax strategy, and estate design, with a separate track for business owners preparing for an eventual exit.

Chatterton operates as a wealth-advisory practice, not as a family office or direct-investment platform. Its public materials describe financial planning, tax, estate, and business-exit services for Orange County households. There is no disclosed alternative-asset allocation, fund commitment program, or private-market transaction activity.

The firm does not publicly name its principals, investment committee members, or lead advisors. No executive leadership is listed on its website, and the firm does not maintain a LinkedIn page from which organizational leadership can be confirmed.

Chatterton & Associates does not publish a figure for assets under advisement, regulatory assets under management, or total client households. Without a public ADV filing, third-party estimate, or firm disclosure, the scale of its advisory book remains undetermined.

The firm operates from a single office at 3061 E. La Palma Avenue in Anaheim, California. Its marketing materials target the Orange County community, and it does not list additional locations or describe any out-of-state advisory relationships.