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How does the Advisor Help Clients – Key Takeaways:

CHESTNUT FUNDS, LLC is a financial advisory firm that provides expert financial services to a diverse range of clients. As a leading advisor in the industry, they have a team of experienced financial experts who work closely with their clients to help them achieve their financial goals.

Facts and Insights

CHESTNUT FUNDS, LLC was established in 2005 and has been in business for over 15 years. They currently have $2 billion in assets under management and employ 100 advisors nationwide. They specialize in a variety of financial services, including investment management, retirement planning, and estate planning.

Assets Under Management, Number of Advisors and Time in Business:

Assets Under Management Number of Advisors Time in Business
$2 billion 100 15 years

Financial Services Offered

CHESTNUT FUNDS, LLC offers a wide range of financial services to their clients. They believe in creating customized financial plans to meet the individual needs and goals of their clients. Some of the services they offer include:

  • Investment management
  • Retirement planning
  • Estate planning
  • Tax planning
  • Insurance planning

Client Types

CHESTNUT FUNDS, LLC caters to a diverse range of clients, including high-net-worth individuals, families, and businesses. They provide tailored financial solutions based on the unique needs and goals of each client.

Fees & Compensation

CHESTNUT FUNDS, LLC operates on a fee-only basis, which means they do not earn commissions from selling financial products. This eliminates any conflicts of interest and ensures that their advisors are always acting in the best interest of their clients. Their fees are based on a percentage of the assets they manage, so their success is directly tied to the success of their clients’ investments.


The advisors at CHESTNUT FUNDS, LLC have extensive backgrounds in finance, with many holding advanced degrees and certifications. They undergo rigorous training and continuously stay up-to-date with the latest financial trends and strategies to provide their clients with the best possible advice.

Financial Advisor Disclosures to Know

As with any financial advisor, it is important for clients to be aware of any potential conflicts of interest. At CHESTNUT FUNDS, LLC, they are committed to transparency and always strive to act in the best interest of their clients. As registered investment advisors, they are required to disclose any potential conflicts of interest and maintain a fiduciary duty to their clients.

Company Information

Main Office

Mail Office

Other Information

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