Chess Financial Planning provides financial planning and investment advice to individuals. Chess does not sell securities, acting solely as an advisor. Services are delivered primarily online, with in-person meetings available in the San Francisco Bay Area for an additional cost. Chess also offers tax preparation and insurance services through outside business activities.
Fee Structure
Chess Financial Planning integrates investment management with financial planning, charging a monthly fee based on your tax bracket and the amount of your investments. The annual fee is calculated by adding a base planning fee (based on your tax bracket) to an investment fee of 0.35% on the amount of your investments exceeding a certain credit. This credit varies based on your tax bracket. The combined fee is then divided by 12 to determine your monthly payment. Chess only offers investment accounts for planning clients.