JC
CFP
JC
CFP

John Chladek

19 Years of Experience
Lenexa, KS

John Chladek is a CFP-designated registered investment advisor at Chladek Wealth Management, LLC, based in Lenexa, KS, with 19 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 63 clients with $68M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
63 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$68.1M

Fee Structure

Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $5.0M0.50%
$5M+0.25%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Lenexa, KS

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Chladek Wealth Management, LLC
February 2010 - Present · 16 yrs 2 mos
Previous Registrations
Syverson & Company, LLC
November 2007 - March 2009 · 1 yr 4 mos
Smart401k, LLC
October 2005 - November 2007 · 2 yrs 1 mo
State Registrations2 states
KSMO
Advisor

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Exams
No exam information available for this advisor.