C
Chapters to Wealth
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Clients per advisor
0
Average account size
—
About
Chapters to Wealth is a fee‑only advisory firm that provides financial planning to individuals and high‑net‑worth individuals through ongoing, project‑based, and hourly engagements. The firm does not provide discretionary investment management, does not accept custody of client funds, and currently reports no assets under management.
For securities recommendations made as part of financial plans, the firm emphasizes Modern Portfolio Theory, asset allocation, and mutual fund/ETF analysis while addressing retirement, tax and estate planning, cash‑flow, business planning, insurance, and risk‑management topics. Clients work directly with the planner to develop and implement plans; the adviser monitors plans for ongoing clients but does not execute trades on client accounts and leaves implementation to the client or their chosen custodian.
Distinctive among firms in the investment‑manager category, Chapters to Wealth uses hourly and fixed recurring fees rather than percentage‑of‑assets pricing and does not charge performance‑based fees or accept commissions. The firm is newly established, operates under a single principal who holds CFP® certification, and discloses limited passive outside investment activity that is not marketed to clients.
Client services
Financial planning
Expertise
Business ownership considerations
Cash flow / budgeting
College savings (529s, UTMA, etc.)
General estate planning guidance
Fee options
Project-Based Financial Planning fixed fees ranging from $650 to $10,000 based on estimated hours.
Hourly Financial Planning: $325 per hour (negotiable). Project-Based Financial Planning charged at $325 per hour.
Ongoing Financial Planning fixed fees paid monthly or quarterly in advance, ranging from $150 to $833.33 per month or $450 to $2,500 per quarter.
Fee-only: Ongoing Financial Planning: $150 to $833.33 per month or $450 to $2,500 per quarter (fixed fee, recurring, negotiable). Hourly Financial Planning: $325 per hour (negotiable). Project-Based Financial Planning: $650 to $10,000 fixed fee based on estimated hours (typically 2 to 16 hours at $325/hr), half due upfront, remainder upon delivery.
Main office location
Chapters to Wealth
Lewis Center OH, United States
Number of offices
1
Most active in
Chapters to Wealth has reported serving >5 clients in these states in the last 12 months.
Ohio
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
Forms ADV
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")