Chad Mcauliff is a CFP, ChFC-designated registered investment advisor at Advisor Resource Council, based in Tulsa, OK, with 5 years of industry experience. Chad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 5 more. Their firm serves 11,836 clients with $3.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Maximum annual fee shown for the wrap fee program is 2.50%, and traditional asset management is 2.25%. Flat annual fee schedules are also available.
Fee Estimator
Location
8211 E. Regal Place #100, Tulsa, OK, 74133
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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 ActivitiesSells Insurance
Chad owns Ave Maria Series LLC, a real estate business, dedicating minimal time. He also works with Crump Insurance in insurance and risk management, receiving commissions and spending about a quarter of his time on this activity.
Employment History
Current Registrations
Advisor Resource Council
Previous Registrations
Knights of Columbus Asset Advisors LLC
State Registrations1 state
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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