Advisor at CPK Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
CPK Wealth Management LLC
Location
Fort Myers, FL 33907
Credentials
Series 66
Industry experience
21 years
Chad Kunc is a financial advisor with CPK Wealth Management LLC in Fort Myers, FL, holding a Series 66 designation and 21 years of industry experience. He previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC before founding his current firm in 2018. Kunc is also a licensed insurance professional and dedicates a small portion of his time to this activity. CPK Wealth Management provides discretionary investment management, comprehensive wealth management, financial planning, and retirement-plan advisory services for individuals, high-net-worth clients, trusts, estates, and plan sponsors. The firm employs a relative-strength process combined with fundamental and technical analysis to construct portfolios with a generally long-term orientation, and it offers specialized retirement-plan and pension consulting services including ERISA fiduciary support.
Based on CPK Wealth Management LLC
$0 - $500,000: 1.75% $500,001 - $1,000,000: 1.50% $1,000,001 - $5,000,000: 1.00% $5,000,001 - $10,000,000: 0.75% $10,000,001 - $25,000,000: 0.50% Over $25,000,001+: 0.25%
Commission-based compensation earned by associated persons for selling insurance products, separate from advisory fees.
$125 to $250 per hour for financial planning and consulting services.
Fee-only: Financial planning and consulting services charged hourly ranging from $125 to $250 per hour; fees may be negotiable.
12381 South Cleveland Avenue, Suite 102
Fort Myers, FL 33907
Florida · Iowa
CPK Wealth Management LLC
2018 - Present (8 years)
Wells Fargo Clearing
2016 - 2018 (2 years)
WELLS FARGO ADVISORS LLC
2009 - 2016 (7 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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Legacy Wealth Management, Inc.
Series 65
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Series 66
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Broaden Wealth LLC
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