CHESAPEAKE FINANCIAL PLANNING
Firm details
- Headquarters
- ANNAPOLIS, Maryland
- CRD number
- 283715
- Registered since
- December 13, 2019
- Website
- www.chesapeake-financial.com
- Fee structure
- Hourly Charges, Fixed Fees
- Services
- Financial PlanningPension ConsultingEducational Seminars / Workshops
Firm profile
FINTRXOverview
Chesapeake Financial Planning is a limited liability company that registered with the SEC in 2019 and is owned by an individual. The firm’s primary services center on financial planning, with stated activities that include pension consulting services and educational seminars or workshops. Fee arrangements are fee-for-service in nature, using hourly charges and fixed fees rather than percentage-based asset fees. The firm is not identified as an active ESG investor, is not a capital allocator, and is not flagged as a multi-state adviser in the dataset.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2KATELYN FISHER
Financial AdvisorCRD 6151291
ELIZABETH BENNETT
Certified Financial PlannerCRD 5589525
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
ANNAPOLIS, MD
ANNE ARUNDEL
Location
ANNAPOLIS, MD
Headquartered in ANNAPOLIS, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- ANNE ARUNDEL
- Address
- 71 Old Mill Bottom Rd N
- Time zone
- ET (UTC-5)
- Office locations
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