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Chastain Wealth Management

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Client assets under management

$143,762,474

Clients

57

89% high-net worth

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

More info

Clients per advisor

29

Low

Average account size

$2,522,149

About

Chastain Wealth Management serves individuals (including high‑net‑worth clients), as well as corporations, trusts and estates, providing financial planning and discretionary portfolio management. Client relationships typically start with a discovery process to develop a financial profile and investment plan, and many clients move from standalone planning to ongoing asset management.

The firm manages roughly $144 million in discretionary assets for a relatively small advisor team and implements portfolios using mutual funds, ETFs, individual equities and fixed income according to each client’s Investment Plan. CWM supplements its internal work with third‑party resources — notably Financial Architects for model and investment guidance — and uses a third‑party FeeX platform to review and rebalance held‑away retirement accounts without taking custody.

Distinctive features include a formal succession arrangement with another advisory firm and an ownership structure where the advisory entity is held by a separate principal owner, both of which are described as part of the firm’s continuity and governance planning. CWM also participates in an institutional brokerage platform for execution and support and, by policy, generally does not vote client proxies, leaving that voting responsibility to clients.

Client services

Financial planning Portfolio management

Expertise

General retirement planning Cash flow / budgeting

Fee options

Fixed

Financial planning fixed fees range from $1,500 to $15,000 per project, negotiated with client

Percentage

$250,000 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001 - $3,000,000: 1.00% $3,000,001+: Negotiable

Project-based

Hourly fees range from $250 - $750 per hour, negotiated with client

Other

Account minimum: $1,000,000 generally (with discretionary exceptions)

Main office location

Chastain Wealth Management

Atlanta GA, United States

Number of offices

1

Most active in

More info

Georgia

Disclosures

More info

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

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook X YouTube Website 404-736-1261

Advisors at this firm

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Larren O

CFP®, Series 65

Atlanta, GA

Chastain Wealth Management

Larren Odom is a CFP® with 19 years of industry experience, currently serving as an advisor at Chastain Wealth Management since 2016. Prior to this, he worked at Redwood Wealth Management for eight years. He holds a Series 65 license and is based in Atlanta, GA. Chastain Wealth Management provides financial planning and discretionary portfolio management to individuals, including high-net-worth clients, as well as corporations, trusts, and estates. The firm manages approximately $144 million in discretionary assets and employs a client-centric approach that often begins with financial profiling and planning before transitioning to ongoing asset management.

General retirement planning Cash flow / budgeting
user avatar

Jennifer O

CFP®

Atlanta, GA

Chastain Wealth Management

Jennifer Odom is a CFP® professional with four years of experience in the financial advisory industry. She has worked at Chastain Wealth Management since 2022 and previously spent 22 years at Bryan Cave Leighton Paisner. Chastain Wealth Management serves individuals, including high-net-worth clients, as well as corporations, trusts, and estates, providing financial planning and discretionary portfolio management. The firm manages approximately $144 million in discretionary assets and uses a combination of mutual funds, ETFs, individual equities, and fixed income investments tailored to each client's investment plan.

General retirement planning Cash flow / budgeting
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