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Bruton Chisnell Advisors, LLC

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Client assets under management

$406,118,304

Clients

577

32% high-net worth

Advisors

3

of 3 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

192

Very High

Average account size

$703,845

About

Bruton Chisnell provides financial planning, consulting, and investment management to individuals (including high-net-worth clients) and a range of institutional clients identified in its brochure—pension and profit-sharing plans, trusts, estates, charitable organizations, banking and thrift institutions, and corporations. Services are available on both discretionary and non-discretionary bases and commonly include allocations among Independent Managers, mutual funds, ETFs, and advice on variable annuity/life products.

The firm’s investment process centers on fundamental analysis and tailored asset allocation, with client risk tolerance and time horizon determining portfolio construction and manager selection. Bruton Chisnell monitors managed accounts on an ongoing basis with at least quarterly reviews and annual client meetings, and it often implements strategies via third‑party Independent Managers as well as in‑house oversight.

What is distinctive is the firm’s scale relative to its adviser headcount: it reports roughly $772 million in AUM with a small adviser team, yielding more than $250 million of AUM per adviser and nearly 200 clients per adviser—ratios that are uncommon among similar team firms. The brochure also discloses relationships where supervised persons may act as registered representatives and licensed insurance agents (including a program relationship with Valmark) and the firm’s work with institutional/public-plan clients, all of which introduce implementation options and documented conflict‑management procedures.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities

Fee options

Fixed

Fixed fees for financial planning and consulting services generally range from $500 to $2,500

Percentage

$0 - $150,000: 1.50% minimum fee $0 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.70% $5,000,001 - $15,000,000: 0.30% Above $15,000,000+: Negotiable

Commissions

Certain supervised persons offer securities brokerage and insurance services under a commission arrangement

Project-based

Hourly rates for financial planning and consulting services range from $100 to $250 per hour

Other

Account minimum: $150,000 Minimum fee: Minimum annual fee of $5,000, with a minimum fee of 1.50% on accounts under $150,000 Fee-only: Financial planning and consulting fees generally range from $500 to $2,500 fixed fee or $100 to $250 hourly rate

Main office location

Bruton Chisnell Advisors, LLC

521 East Lancaster Avenue

Downingtown PA 19335, United States

Number of offices

2

Most active in

Delaware · Florida · Maryland · New Hampshire · New Jersey · New York · North Carolina · Ohio · Pennsylvania · Texas · Virginia

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Benjamin B

Series 66

Downingtown, PA

Bruton Chisnell Advisors, LLC

Benjamin Bruton is a financial advisor at Bruton Chisnell Advisors, LLC with 23 years of industry experience. He holds a Series 66 designation and has worked at Valmark Securities since 2005 and Bruton Financial Advisors from 2004 to 2018. Outside of his advisory role, he serves in leadership and fundraising positions with the Simpson Senior Services Foundation and the Simpson Meadows Community Advisory Council. Bruton Chisnell Advisors serves individual and institutional clients, offering financial planning, consulting, and investment management. The firm’s investment approach focuses on fundamental analysis and individualized asset allocation, utilizing Independent Managers, mutual funds, ETFs, and individual securities with ongoing account monitoring.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities
user avatar

Michael C

CFP®, Series 63, Series 66

Downingtown, PA

Bruton Chisnell Advisors, LLC

Michael Chisnell is a CFP® professional with 19 years of experience in the financial services industry. He is a founding member of Bruton Chisnell Advisors, LLC and has previously worked at Valmark Securities, Inc. and Sequoia Financial Group, LLC. Outside of his advisory role, he is a partner in Ignite Brewing Company, where he is involved in marketing, operations, and finance, and serves on the Board of Governors and Finance Committee of the Tuscora Park Health & Wellness Foundation. Bruton Chisnell Advisors serves individual and institutional clients, providing financial planning, consulting, and investment management services. The firm’s investment approach emphasizes fundamental analysis and customized asset allocation, with portfolio management often delegated to Independent Managers.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities
user avatar

James B

Series 63, Series 65

Downingtown, PA

Bruton Chisnell Advisors, LLC

James Bruton is a financial advisor with Bruton Chisnell Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Valmark Securities, Inc. since 2005 and was previously affiliated with Bruton Financial Advisors, LLC. Outside of his advisory roles, he serves as president of Downingtown Good Neighbor Day, a nonprofit that raises funds for local volunteer fire and rescue companies. Bruton Chisnell Advisors serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm offers financial planning, consulting, and both discretionary and non-discretionary investment management, emphasizing fundamental analysis and individualized asset allocation through Independent Managers, mutual funds, ETFs, and individual securities.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities
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