# CHESS Financial Planning LLC

CHESS Financial Planning LLC is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 292777
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/292777

## About

CHESS FINANCIAL PLANNING LLC is a state-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.

## Questions

### 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.

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/chess-financial-planning-llc

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