Chadwick Oldenburg is a CFP-designated registered investment advisor at Denarius Wealth Management, based in Appleton, WI, with 14 years of industry experience. Chadwick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 29 clients with $3M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1M+ | 1.00% |
Fees are negotiable and may vary among clients. Discounts may be offered to family members and friends of associated persons. A minimal administrative fee of 0.1% annually is charged for legacy holdings that are not actively managed.
Fee Estimator
Location
3701 E Evergreen Dr Ste 225, Appleton, WI, 54913
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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 Activities
Chadwick works as an aerospace and business consultant for Odyssey Aircraft, providing business consulting services. He also owns Odyssey Properties LLC and Odyssey Charters LLC, which lease residential and personal property respectively.
Employment History
Current Registrations
Denarius Wealth Management
Previous Registrations
Oldenburg Financial
State Registrations1 state
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