Chisholm Financial Planning & Investments

Overview

Chisholm Financial Planning & Investments is a small, independent registered investment adviser structured as a limited liability company and owned by an individual. The firm serves individuals and families, offering comprehensive financial planning and portfolio management geared toward individual and small-business clients. Its stated fee arrangements include a percentage-of-AUM charge alongside hourly and fixed-fee engagement options, which indicates flexibility for planning-only relationships as well as ongoing advisory mandates. Investment activity is strongly equity oriented: the firm’s ADV shows a marked preference for exchange-traded equities. All managed assets are reported as non-discretionary, meaning client authorization is retained for trade execution and portfolio changes. The firm does not report active ESG investing and is not registered as a multi-state adviser. Chisholm lists an industry affiliation with a law firm, suggesting either a referral/partner relationship or a client niche that includes legal professionals. Advisory services are focused on financial planning and tailored portfolio management rather than institutional or pension consulting.

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