CHESAPEAKE FINANCIAL PLANNING
Annapolis, Maryland
Chesapeake Financial Planning, a reputable investment advisory firm headquartered in Annapolis, MD, caters to a diverse client base of over 450 individuals. With a staggering $153,713,000 in assets under management, this small yet dynamic firm has positioned itself as a trusted partner in financial planning. Boasting five well-established offices, Chesapeake Financial Planning demonstrates its commitment to providing personalized services throughout the region. As a testament to their expertise, approximately half of their assets under management stem from employer 401Ks and individuals. This extensive experience in managing such...
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Assets Under Mgmt

$153.71M

Investment Professionals

3

Locations

4

% 401K & Individual

61%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Other
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Selection of other advisers
Educational seminars/workshops
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.