CHESAPEAKE FINANCIAL PLANNING

71 Old Mill Bottom Road North
Suite 201
Annapolis, Maryland 21409
Tel: 410-974-0410

About CHESAPEAKE FINANCIAL PLANNING

CHESAPEAKE FINANCIAL PLANNING, formally registered with the SEC as CHESAPEAKE FINANCIAL PLANNING. The firm was established in 12/13/2019. They have over 5 offices throughout the country.

CHESAPEAKE FINANCIAL PLANNING is a Annapolis, Maryland based Financial Planning firm with nearly $153,713,413 assets under management, offering retirement planning & investment advisory services to 849 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	283715
SEC#	801-117791
Assets Managed by Firm	$153,713,413
No. of Clients	849
No. of Advisors	6

Fee Structure

A Percentage of AUM
Hourly charges
Fixed Fees
Other(FEE FOR MONITORING THIRD PARTY MANAGERS)

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals
Selection of Other Advisors
Educational Seminars/ Workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	849	$153,713,413
Individuals (other than high net worth individuals)	454	$93,974,869
High net worth individuals	35	$58,295,357
Corporations or other businesses	Fewer than 5 clients	$1,443,187

Inquire with CHESAPEAKE FINANCIAL PLANNING

More Retirement Planning firms in Annapolis, Maryland:

Firm Name	Assets Under Management	Total Clients	Total Advisors
T. ROWE PRICE ASSOCIATES, INC. 100 East Pratt Street Baltimore, MD, 21202	$1,506,538,334,571	3783	3722
T.ROWE PRICE INVESTMENT MANAGEMENT, INC. 100 East Pratt Street Baltimore, MD, 21202	$165,475,690,648	62	114
BROWN ADVISORY 901 South Bond Street, Suite 400 Baltimore, MD, 21231-3340	$98,298,071,437	22302	629
PROSHARE ADVISORS LLC 7272 Wisconsin Avenue, 21st Floor Bethesda, MD, 20814	$53,251,436,325	121	98
PNC CAPITAL ADVISORS LLC One East Pratt Street, Fifth Floor - East Baltimore, MD, 21202	$34,265,560,279	498	154

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