Chad Groseclose
Chad Groseclose is a CFP-designated registered investment advisor at Schwab Wealth Advisory, INC., based in Orlando, FL, with 13 years of industry experience. Chad is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Schwab Wealth Advisory does not charge investment management fees directly; instead, program fees are handled through its affiliate sponsor, Charles Schwab & Co., and are detailed in separate program disclosure materials. The program generally requires a minimum investment of $500,000 to participate.
Location
1991 Summit Park Drive, Orlando, FL, 32810
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2025Employment History
Current Registrations
Schwab Wealth Advisory, INC.
Charles Schwab & CO., INC.Broker
Previous Registrations
Charles Schwab & CO., INC.
USAA Investment Management Company
USAA Financial Planning Services
USAA Financial Advisors, INC.Broker
Edward Jones
Edward JonesBroker
State Registrations38 states
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
More Advisors
- Carlton Stokes, CFPSchwab Wealth Advisory, INC.
- James ReuterSchwab Wealth Advisory, INC.
- Matteo Liccardo, CFPSchwab Wealth Advisory, INC.
- William Guinn, CFPSchwab Wealth Advisory, INC.
- Melanie ViseSchwab Wealth Advisory, INC.
- Travis RoySchwab Wealth Advisory, INC.