Chadd Peachey is a CFP-designated registered investment advisor at Decisionpoint Financial, LLC, based in Gig Harbor, WA, with 6 years of industry experience. Chadd operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 523 clients with $850M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
DecisionPoint Financial's annual investment advisory fee is based on a percentage of the value of your portfolio, generally negotiable up to 1.25%. This fee includes investment advisory services and, if you request it, financial planning and consulting. If you need extra planning or consulting, DecisionPoint may charge an additional fee, which they'll tell you about in writing.
Location
5727 Baker Way NW, Suite 107, Gig Harbor, WA, 98332
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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.
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Chadd acts as an agent for his father and mother, and owns rental property. These activities require minimal time and are not investment-related.
Employment History
Current Registrations
Decisionpoint Financial, LLC
Previous Registrations
Vanguard Advisers, INC.
Vanguard Marketing CorporationBroker
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.