PC
CFP
PC
CFP

Peter Chandler

23 Years of Experience
Montclair, NJ

Peter Chandler is a CFP-designated registered investment advisor at Rmr Wealth Builders, INC., based in Montclair, NJ, with 23 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Corporate Executives, and 8 more. Their firm serves 2,099 clients with $2.9B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
53 advisors
Number of Clients
2,099 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$2.9B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.65%

Fees are charged as a flat percentage of total assets under management up to a maximum annual rate of 2.65%. Fees are negotiable based on account value, services provided, and other factors.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

111 Grove Street, Suite 203, Montclair, NJ, 07042

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Rmr Wealth Builders, INC.
May 2025 - Present · 1 yr 5 mos
Previous Registrations
Fisher Investments
August 2021 - April 2025 · 3 yrs 8 mos
Cion Securities, LLCBroker
August 2012 - August 2021 · 9 yrs
Sun Life Financial Distributors, INC.Broker
April 2005 - December 2011 · 6 yrs 8 mos
Planco Financial Services, INC.Broker
June 2002 - March 2005 · 2 yrs 9 mos
State Registrations1 state
NJ
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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