Chad Hufford
Chad Hufford is a registered investment advisor at Planmember Securities Corporation, based in Anchorage, AK, with 18 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 68,678 clients with $9B 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 | 0.70% |
PlanMember Elite Program also charges a 0.20% administrative fee. Total fee for PlanMember Elite is 0.90%. The fee is for either the PlanMember Elite Program or the Scarborough Investment Advisory Accounts.
Fee Estimator
Location
2665 E Tudor Rd., Suite 202, Anchorage, AK, 99507
Get directionsHistory
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 sells fixed insurance products since 2012, dedicating about 10-20% of his time. He is also the owner of Veritas Wealth Management since 2015, focusing on securities and insurance sales and service, taking nearly full-time hours, and a proprietor providing investment advice as a Dave Ramsey ELP, dedicating minimal time.
Employment History
Current Registrations
Planmember Securities Corporation
Planmember Securities CorporationBroker
State Registrations32 states
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