Chelsea Chartrand
Chelsea Chartrand is a registered investment advisor at Vanguard Advisers, INC., based in Scottsdale, AZ, with 9 years of industry experience. Chelsea operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 817,328 clients with $300B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Vanguard Situational Advisor offers a one-time financial plan consultation for a fee:
- New Model: $250, potentially paid by the participant, the plan sponsor, or a combination of both.
- Legacy Model:
- $250 for participants with $50,000 to $500,000 in total Vanguard assets.
- $1,000 for participants with less than $50,000 in total Vanguard assets. Fee waivers are available for participants with over $500,000 in total Vanguard assets or who are over age 55.
Location
14321 North Northsight Blvd, Scottsdale, AZ, 85260
Get directionsHistory
Regulatory History (1)
Financial
July 2016Other Business Activities
Chelsea is a real estate agent contracted with Keller Williams Arizona Realty since September 2023, dedicating a few hours per week. Chelsea also works as a driver contracted with Lyft since 2014, dedicating minimal time.
Employment History
Current Registrations
Vanguard Advisers, INC.
Vanguard Marketing CorporationBroker
Vanguard Marketing Corporation
Previous Registrations
Vanguard Advisers, INC.
Vanguard Advisers, INC.
State Registrations2 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.