Chad Fensler
Chad Fensler is a CFP, ChFC-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Tigard, OR, with 26 years of industry experience. Chad is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B 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 | 2.25% |
Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.
Fee Estimator
Location
6855 SW Baylor St, Tigard, OR, 97223
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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
Chad owns several businesses, including Chad Fensler PC (S-Corp for ownership of Kruse Woods Financial Partners), Project 3.0 (LLC to purchase a building for financial planning), and Project Discovery LLC (to pay for brand expenses). Chad is also an agent recommending life insurance policies through FFP Insurance Services and an officer/treasurer for Koven Heights Home Owners Association, dedicating a few hours per week to each.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
Previous Registrations
First Investors Advisory Services, LLC
First Investors CorporationBroker
State Registrations37 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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