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CFP
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CFP

Chad Wing

Cerity Partners LLC
25 Years of Experience
Scottsdale, AZ
1 DisclosureSells Insurance
View SEC Summary
View SEC Summary

Chad Wing is a CFP-designated registered investment advisor at Cerity Partners LLC, based in Scottsdale, AZ, with 25 years of industry experience. Chad 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, Investment Management, and 2 more. Their firm serves 26,230 clients with $160B in assets under management.

Cerity Partners LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
734 advisors
Number of Clients
26,230 clients
Average Client Portfolio
$6.2M average
Assets Under Management
$161.7B

Fee Structure

Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Our comprehensive wealth management service fee is negotiable based on the factors listed herein and generally would not exceed 1.50% per year of assets under advisement.

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

Location

7659 E. Pinnacle Drive, Suite 100, Scottsdale, AZ, 85255

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History

Regulatory History (1)
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
December 2010
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Chad is a licensed insurance agent, but is no longer actively selling insurance. However, Chad continues to receive renewal commissions from prior insurance sales.

Employment History
Current Registrations
Cerity Partners Retirement Plan Consultants
June 2025 - Present · 1 yr 4 mos
Cerity Partners LLC
June 2025 - Present · 1 yr 4 mos
Previous Registrations
Petrichor Asset Management LLC
July 2024 - June 2025 · 11 mos
Canopy Wealth Management
June 2021 - June 2025 · 4 yrs
Northwestern Mutual Investment Services,llc
May 2005 - July 2021 · 16 yrs 2 mos
Northwestern Mutual Investment Services, LLCBroker
October 2003 - July 2021 · 17 yrs 9 mos
Precision Distributors, LLCBroker
August 2003 - September 2003 · 1 mo
Catholic Financial Services CorporationBroker
August 2003 - September 2003 · 1 mo
Northwestern Mutual Investment Services, LLCBroker
December 2001 - August 2003 · 1 yr 8 mos
Strong Investments, INC.Broker
May 2001 - November 2001 · 6 mos
State Registrations2 states
AZTX
Advisor

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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