Chad Valchar is a CFP-designated registered investment advisor at R.I.T. Wealth Advisors, based in Santa Barbara, CA, with 6 years of industry experience. Chad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 262 clients with $240M 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 $800K | 1.35% |
| $800K - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.55% |
| $10.0M - $20.0M | 0.45% |
| $20M+ | 0.35% |
A 10% discount applies to all tiers for households with more than $2,000,000 under management. Non-actively managed assets and held-away accounts are excluded from the fee calculation.
Fee Estimator
Location
Santa Barbara, CA
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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
Chad rents out a room in his home, dedicating a few hours per week to maintaining the listing and preparing the room. This activity is investment-related.
Employment History
Current Registrations
R.I.T. Wealth Advisors
Previous Registrations
Strategic Advisers LLC
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
Edward Jones
Edward JonesBroker
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.
Exams
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