John Chichester
John Chichester is a CFP, PFS-designated registered investment advisor at Maridea Wealth Management, based in Phoenix, AZ, with 24 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 1,555 clients with $960M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Investment management fees range up to 2.50% annually based on scope, complexity, asset level, and overall relationship. Fees may be negotiable.
Fee Estimator
Location
Phoenix, AZ
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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 ActivitiesSells Insurance
John is an adjunct professor at Northern Arizona University, spending a few hours per week. He also operates Chichester Financial Group LLC as a DBA for his LPL business and sells non-variable insurance products. Additionally, John is a CPA and owns rental real estate, dedicating minimal time to each.
Employment History
Current Registrations
Maridea Wealth Management
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Dynamic Wealth Advisors
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
First Allied Securities, INC.Broker
First Allied Advisory Services, INC.
Hermening Advisory Services LLC
Ffp Securities, INC.Broker
New England SecuritiesBroker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
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.
Exams
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