CHAIR SIX FINANCIAL PLANNING, PLLC

Overview

Chair Six Financial Planning, Pllc is an independent, individually owned registered adviser that provides financial planning and portfolio management to individuals and small businesses. The firm operates with an accountant background and charges clients on an hourly or fixed-fee basis rather than a percentage of assets. It does not position itself as a capital allocator or an active ESG investor, nor is it registered as a multi-state or newly formed adviser. Advisory services emphasize financial planning and discretionary portfolio management for high-net-worth individuals and families. The firm also has industry roles as a sponsor, general partner, and managing member of pooled investment vehicles, indicating involvement in structuring or running private pooled investments in addition to its advisory activities.

Assets & Accounts

Public Holdings

Investments & Alternatives