CHC Financial Solutions, LLC
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
CHC Financial Solutions, LLC provides discretionary investment management, financial planning, and retirement-plan advisory services to plan sponsors as well as individual clients, trusts, estates, and businesses. The firm may engage and coordinate with third‑party Sub‑Advisors to manage all or portions of client accounts and also offers financial planning and implementation support.
The firm’s approach emphasizes asset allocation and the use of mutual funds, ETFs, and third‑party managers, typically pursuing a long‑term strategy while retaining the flexibility to rebalance or make shorter‑term trades as needed. CHC conducts due diligence and ongoing monitoring of Sub‑Advisors and retains authority to hire or terminate those managers as part of its supervisory responsibilities.
CHC is distinctive among peers in its combination of pension consulting and adviser‑selection activity: it provides ERISA 3(21) limited‑scope fiduciary services to retirement plans and actively selects other advisers to execute strategies. The firm’s principal also operates as a licensed CPA and maintains a licensed insurance practice as disclosed outside business activities—relationships the firm manages through disclosures, policies, and fiduciary obligations.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
General retirement planning
Tax strategies for small businesses
Wealth management
Cash flow / budgeting
Fee options
Financial planning fees range between $2,500 and $15,000; not more than $500 per hour for services rendered.
$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $3,000,000: 0.85% $3,000,001+: 0.75%
Main office location
CHC Financial Solutions, LLC
2101 Gaither Road, Suite 290
Rockville MD 20850, United States
Number of offices
1
Most active in
CHC Financial Solutions, LLC has reported serving >5 clients in these states in the last 12 months.
Maryland · Texas · Virginia
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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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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.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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