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 an LLC that provides fee-for-service financial planning and related advisory support. The firm emphasizes hourly and fixed-fee arrangements rather than asset-based billing. Its stated advisory activities include financial planning, pension consulting services, and running educational seminars and workshops. The organization is owned by an individual and is not positioned as a capital allocator; it does not identify as an ESG investor.
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 2
Elizabeth Bennett
Financial AdvisorCRD 5589525
Katelyn Fisher
Financial AdvisorCRD 6151291
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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