Chesapeake Financial Advisors

Updated today

Find your advisor

Client assets under management

$297,832,443

Clients

268

34% high-net worth

Advisors

of 10 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

134

Very High

Average account size

$1,111,315

About

Chesapeake Financial Advisors is a fee-only, SEC-registered investment adviser that provides ongoing financial planning and investment supervisory services to individuals, families, trusts, estates, pension and profit-sharing plans, charitable organizations and family businesses. The firm manages a multi-hundred million dollar client base and delivers both discretionary and non-discretionary portfolio management alongside integrated financial planning services.

The firm emphasizes strategic asset allocation and documents client objectives in Investment Policy Statements, combining passive index and ETF exposures with selectively chosen active funds, individual equities and fixed income securities. Accounts are reviewed at least quarterly and the firm uses a third‑party platform to facilitate management of held‑away defined contribution plan participant accounts and to rebalance allocations when appropriate.

Noteworthy in the brochure is the firm’s disclosed affiliation with Taylor & Company LLC and the practice of recommending that affiliate for accounting and tax services while stating clients are under no obligation to use it. The brochure also indicates the firm uses client testimonials and references third‑party ratings in its advertising, practices that the firm highlights alongside its fee‑only, no‑commission compensation model.

Client services

Financial planning Portfolio management

Expertise

Family Business Tax strategies for small businesses

Occupation focus

Founder/Business Owner

Fee options

Percentage

$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001 - $3,000,000: 1.00% $3,000,001 - $5,000,000: 0.75% $5,000,001+: 0.50% - - -: 0.70% for fixed income portfolios

Other

Minimum fee: $5,000/year minimum annual fee for Investment Advisory Services. Fee-only: Firm is strictly fee-only; no commissions or other forms of compensation accepted.

Main office location

Chesapeake Financial Advisors

401 Jefferson Avenue

Towson MD 21286, United States

Number of offices

Most active in

Delaware · Florida · Maryland · Pennsylvania · Texas · Virginia

Disclosures

Business activities & affiliations

Is active or affiliated with:

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

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.

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

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

Quick links

LinkedIn Facebook X Instagram Website 410-823-5442

Advisors at this firm

Thomas T

PFS™, Series 65

Towson, MD

Chesapeake Financial Advisors

Thomas Taylor is a financial advisor at Chesapeake Financial Advisors in Towson, MD, with 26 years of industry experience. He holds the PFS™ designation and Series 65 license and has been with Chesapeake Financial Advisors since 1998. Chesapeake Financial Advisors serves individuals, high-net-worth clients, families, trusts, estates, pension and profit-sharing plans, charitable organizations, and family businesses, providing personalized financial planning and portfolio management. The firm employs a strategic asset allocation approach combining passive index/ETF exposures with selected active funds, stocks, and bonds, and manages approximately $263.7 million in assets with an eight-advisor team.

Family Business Tax strategies for small businesses Founder/Business Owner

Craig P

Series 65

Towson, MD

Chesapeake Financial Advisors

Craig Pohl is a financial advisor at Chesapeake Financial Advisors in Towson, MD, holding a Series 65 designation with 11 years of industry experience. He has been with Chesapeake Financial Advisors since 2014. Chesapeake Financial Advisors serves individuals, high-net-worth clients, families, trusts, estates, pension and profit-sharing plans, charitable organizations, and family businesses by providing personalized financial planning and portfolio management. The firm employs a strategic asset allocation approach combining passive index and ETF exposures with selectively chosen active funds, stocks, and bonds, operating under fiduciary standards and a NAPFA-aligned code of ethics.

Family Business Tax strategies for small businesses Founder/Business Owner

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

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

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may—or may not—fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained

We review rigorously and transparently

Get to know your advisors' credentials, disciplinary history, specialization, client fit, and communication style. We're selective about who we recommend—and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction—we're here to make sure the relationship works for you—and if not, to navigate next steps with clarity.

Our ongoing support