Chet Bingham is a CFA-designated registered investment advisor at Osaic Institutions, INC., based in Winchester, VA, with 16 years of industry experience. Chet operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning. Their firm serves 7,211 clients with $4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees for customized advisory services are based on the value of your portfolio and are negotiable. The maximum advisory fee is 2.50%. You may pay monthly or quarterly account fees, either in advance or after the service is provided. These fees are directly deducted from your account. If you invest in mutual funds or ETFs, you'll pay advisory fees to both the fund manager and Osaic Institutions. If the custom advisory services apply to annuities for which the advisor receives trail compensation, such trail fees generally will be used to offset the advisory fee.
Location
202 N Loudoun St, Winchester, VA, 22601
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Chet operates his LPL business through Friberg Wealth Management Group (since 2019, full-time) and Vintage Financial Partners (since 2023, about a quarter of his time). He is also a Notary Public in Virginia, dedicating minimal time to this activity.
Employment History
Current Registrations
Osaic Institutions, INC.
Osaic Institutions, INC.Broker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
H.D. Vest Investment ServicesBroker
Marquette Financial Group, INC.Broker
Lm Financial Partners, INC.Broker
Tuttle Securities CorporationBroker
State Registrations2 states
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.