Chladek Wealth Management offers comprehensive financial planning and investment management services for individuals and high-net-worth clients. Founded in 2009 and based in Shawnee, Kansas, the firm creates personalized financial strategies covering retirement planning, tax optimization, estate planning, cash flow management, education funding, and insurance needs. Chladek Wealth Management builds diversified portfolios primarily using no-load mutual funds and exchange-traded funds, while also providing advice on held-away accounts like workplace retirement plans. Clients can choose standalone financial planning, ongoing financial planning, or combined investment management and planning services.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fees are negotiable at the firm's discretion. Held-away accounts are included in the asset calculation.