Advisor at Chladek 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
Chladek Wealth Management, LLC
Location
Lenexa, KS
Credentials
CFP®, Series 63, Series 65
Industry experience
19 years
John Chladek is a CFP®-certified financial advisor with 19 years of industry experience. He founded Chladek Wealth Management, LLC in 2009 and previously worked at TMFS-Providence, LLC. The firm serves individual clients, including high-net-worth individuals, providing financial planning and discretionary investment management. Chladek Wealth Management applies modern portfolio theory and fundamental security analysis to create diversified, risk-based portfolios, utilizing no-load mutual funds and ETFs while maintaining trading discretion. The firm offers both one-time and ongoing financial planning, portfolio management, and advisory services for held-away retirement accounts, with additional estate plan coordination through an independent third-party provider.
Based on Chladek Wealth Management, LLC
Initial Financial Plan one-time flat fee typically $1,500; Comprehensive Financial Planning recurring flat fee typically $5,000 per year; Estate Plan Coordination Services additional one-time fees from $0 to $1,000 depending on client type
$0 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.50% $5,000,001+: 0.25%
$300 per hour for financial planning services, billed quarterly or monthly in arrears, minimum 2 hours
Minimum fee: Total aggregate annual fee of $5,000 for clients with assets under $500,000 for Comprehensive Financial Planning with Investment Management Fee-only: Financial planning fees: Initial Financial Plan one-time flat fee typically $1,500; Comprehensive Financial Planning recurring flat fee typically $5,000 per year; hourly rate $300/hour with minimum engagement of 2 hours
Lenexa, KS
Kansas · Missouri
Chladek Wealth Management, LLC
2009 - Present (17 years)
TMFS-Providence, LLC
2007 - 2016 (9 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.
CFP®, Series 66
Overland Park, KS
Prairie Ridge Asset Management, LLC
Series 63, Series 66
Overland Park, KS
Penn Wealth Management
Series 63, Series 65
Overland Park, KS
Nasche Asset Management LLC
Series 65
Overland Park, KS
Retirement Roots Wealth Management LLC
CFP®
Overland Park, KS
Dynamic Wealth LLC
CFP®, Series 63, Series 65
Overland Park, KS
Sound Investments Inc.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")