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Chamberlain Financial Advisors, Inc.

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Client assets under management

$71,618,985

Clients

100

15% high-net worth

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

50

Typical

Average account size

$716,190

About

Chamberlain Financial Advisors serves individual and high-net-worth clients with comprehensive financial planning and portfolio management, including retirement, education, estate, and divorce planning, and provides investment consultation and, on request, federal and state income tax preparation. The firm also offers periodic complimentary educational workshops on personal finance and investing topics.

The firm’s investment approach is grounded in Modern Portfolio Theory, using broadly diversified, low-cost mutual funds and ETFs for the core allocation while reserving a small portion of portfolios for targeted investments intended to complement client expenses or goals. Asset allocation is set to achieve after-inflation, after-tax returns aligned with each client’s objectives, and accounts are managed on both discretionary and nondiscretionary bases with allowance for reasonable client constraints.

Notably, the firm runs an educational outreach program of seminars and workshops—an uncommon feature among peers—and provides dedicated divorce-planning support through a Certified Divorce Financial Analyst on staff. As a small supported advisory team managing roughly $72 million for about 100 clients, the firm also offers modular and hourly planning engagements and maintains an independent insurance license used for policy review rather than commission-based sales.

Client services

Financial planning Portfolio management Educational seminars or workshops

Expertise

Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) Divorce financial planning Retirement withdrawal strategies

Fee options

Percentage

$0 - $2,000,000: 1.00% annually $2,000,001 - $5,000,000: 0.85% annually $5,000,001+: 0.75% annually

Project-based

$350 per hour, billed in six-minute increments

Subscriptions

One-time $1,999 sign-up fee plus a negotiable monthly fee starting at $250/month

Most active in

Georgia

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

Joshua C

Series 65

Decatur, GA

Chamberlain Financial Advisors, Inc.

Joshua Chamberlain is a financial advisor at Chamberlain Financial Advisors, Inc. in Decatur, GA, with eight years of industry experience. He holds a Series 65 designation and has worked previously at Ally Commerce and Cisco Systems. Outside of advising, he is a principal at JB&JM Group, Inc., a business operations consulting firm. Chamberlain Financial Advisors serves individual and high-net-worth clients by providing financial planning, portfolio management, and related services including estate, education, and divorce planning. The firm follows a Modern Portfolio Theory-based investment approach using diversified, low-cost mutual funds and ETFs, and offers complimentary educational workshops on personal finance and investing.

Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) Divorce financial planning Retirement withdrawal strategies
user avatar

Tammy G

Series 66

Decatur, GA

Chamberlain Financial Advisors, Inc.

Tammy Gruen is a financial advisor at Chamberlain Financial Advisors, Inc. with five years of industry experience. She previously worked at Raymond James Financial and spent twelve years at Cisco Systems, Inc. Outside of her advisory role, she serves as Treasurer and Secretary of the Grand Cascades Home Owner’s Association. Chamberlain Financial Advisors serves individual and high-net-worth clients with financial planning, portfolio management, and related services including estate, education, and divorce planning. The firm uses a Modern Portfolio Theory-based approach focused on diversified, low-cost model portfolios and offers educational workshops alongside tax preparation and other support services.

Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) Divorce financial planning Retirement withdrawal strategies
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