Advisor at Chambers Financial Consulting
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Firm
Chambers Financial Consulting
Location
Sonora, TX 76950
Credentials
Series 66
Industry experience
10 years
Brett Chambers is a financial advisor at Chambers Financial Consulting with 10 years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial and Edward Jones. Chambers is a licensed insurance agent but does not sell insurance products or offer them to clients of his firm. Chambers Financial Consulting provides investment management and financial planning services to individuals, high-net-worth clients, corporations, and charitable organizations. The firm operates on a fee-only basis, using asset-allocation principles informed by Modern Portfolio Theory and combines passive and active investment vehicles with a long-term focus and periodic rebalancing.
Based on Chambers Financial Consulting
Based on Chambers Financial Consulting
Initial Financial Planning fee up to $2,500; Project-Based Financial Planning fixed fees from $500 to $10,000
1.25% annually (negotiable)
$300 per hour for Project-Based Financial Planning
Fee-only: Ongoing Financial Planning: $100 to $1,000 per month (negotiable); Project-Based Financial Planning: $500 to $10,000 fixed fee or $300 hourly rate
203 Us Highway 277 N
Sonora, TX 76950
Texas
Chambers Financial Consulting, LLC
2024 - Present (2 years)
LPL Financial, LLC
2021 - 2024 (3 years)
Edward Jones
2016 - 2021 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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