CHATTERTON & ASSOCIATES
SEC RegisteredYou have a vision for your future. We can help get you there.
About the firm
Chatterton and Associates is a financial planning firm offering wealth planning, tax planning, estate planning, and business solutions. Founded by Robert D. Chatterton, Jr., the firm aims to create a seamless line of communication among financial planners, attorneys, and tax professionals to support the best outcome for clients' legacies.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Wealth planning, tax planning, estate planning, and business solutions, including personalized financial plans, year-round tax planning, estate plan development, and strategic business exit planning.
Who they serve
Individuals preparing for retirement, business owners, and families building a legacy, including those with special needs planning considerations.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 1,145 | $458M |
| High Net Worth Individuals | 397 | $870M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
7 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Under $1,000,000 | 1.00% |
| $1,000,001 - $3,000,000 | 0.75% |
| $3,000,001 - $5,000,000 | 0.62% |
| Over $5,000,000 | 0.50% |
Data as of March 20, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CHATTERTON & ASSOCIATES has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.