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Fady Chaccour

First Heartland Consultants, INC.
34 Years of Experience
Westlake, OH
3 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

Fady Chaccour is a ChFC-designated registered investment advisor at First Heartland Consultants, INC., based in Westlake, OH, with 34 years of industry experience. Fady is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 4 more. Their firm serves 6,461 clients with $2.1B in assets under management.

First Heartland Consultants, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
99 advisors
Number of Clients
6,461 clients
Average Client Portfolio
$323K average
Assets Under Management
$2.1B

Fee Structure

Minimum Investment:$6.5K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.75%

Maximum fee is 1.75% annually. Fees are negotiable and paid quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

29550 Detroit Rd, Suite 300, Westlake, OH, 44145

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
August 2014
Settled
Customer Dispute
July 2014
Settled
Customer Dispute
December 2009
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Fady is the owner of F and R Ventures LLC, a financial holding company, since 2003. He also uses Building Blocks Financial Planning for marketing purposes and is an IAR with First Heartland Consultants, Inc. since 2016, providing investment advisory services, and a broker for Hrobat Insurance Agency since 2018.

Employment History
Current Registrations
First Heartland Consultants, INC.
February 2016 - Present · 10 yrs 8 mos
First Heartland Capital, INC.Broker
January 2016 - Present · 10 yrs 9 mos
Previous Registrations
My Advisors Group
May 2010 - February 2016 · 5 yrs 9 mos
River Financial Group
June 2003 - April 2010 · 6 yrs 10 mos
Valmark Advisers, INC.
May 2003 - January 2016 · 12 yrs 8 mos
Valmark Securities, INC.Broker
May 2003 - January 2016 · 12 yrs 8 mos
MML Investors Services, INC.Broker
February 1998 - May 2003 · 5 yrs 3 mos
Wrp Investments, INC.Broker
May 1996 - February 1998 · 1 yr 9 mos
Ilicob Sales CorporationBroker
October 1994 - May 1996 · 1 yr 7 mos
John Hancock Distributors, INC.Broker
December 1991 - June 1994 · 2 yrs 6 mos
John Hancock Mutual Life Insurance CompanyBroker
December 1991 - June 1994 · 2 yrs 6 mos
State Registrations8 states
CAFLMANCNYOHSCTX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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