Updated:Jun 3, 2026

CHESS Financial Planning LLC

CHESS FINANCIAL PLANNING LLC is an SEC-registered investment adviser with $9 million in regulatory assets under management. The firm has 1 employee and 1...

CHESS Financial Planning LLC

CHESS FINANCIAL PLANNING LLC is an SEC-registered investment adviser with $9 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single investment adviser.

General information

Firm type

RIA

Who runs investment decisions at CHESS Financial Planning LLC?

No founding principal or CIO has been publicly named in any firm communication or regulatory filing (per public record). The firm's structure suggests a single advisor or small team, but no leadership details are available.

How does CHESS Financial Planning LLC source proprietary deal flow?

The firm has not disclosed any proprietary sourcing model. As a financial planning RIA, it likely relies on standard investment products rather than direct deal origination, but this is an inference from its business type, not a confirmed fact (Altss estimate).

Is CHESS Financial Planning LLC structured as a single family office or does it operate more like a venture firm?

Public records show it as a registered investment advisor (RIA), not a family office. It has no known affiliation with a wealthy family or an investment firm. Its operational structure is consistent with a small financial planning practice (per SEC registration records).

Does CHESS Financial Planning LLC participate in fund commitments or only direct deals?

The firm has not disclosed any fund commitment or direct deal participation. Its advisory focus on financial planning typically involves selecting third-party funds or managed accounts, not proprietary capital deployment (Altss estimate).

What investment stages does CHESS Financial Planning LLC typically target?

No investment stage targeting has been published. As a financial planning RIA, the firm likely focuses on liquid public markets or mutual funds/ETFs for client portfolios, but this is inferred from the business model, not confirmed (Altss estimate).

Which sectors does CHESS Financial Planning LLC explicitly avoid?

The firm has not named any sector avoidance in any public source. Without disclosed portfolio holdings or an investment mandate, no sector exclusions can be verified.

Where does the underlying wealth come from?

Wealth origin is undisclosed. The firm does not appear to manage a single concentrated family fortune. Its clients are likely unrelated individuals seeking financial planning services, but no client profile has been published (Altss estimate).

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: Jun 3, 2026. Continuous refresh with full update cycles at least every 30 days.