Chladek Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$68,144,702
Total clients
63
46% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
63
Average account size
$1,081,662
About
Chladek Wealth Management is a registered investment adviser that serves individual and high-net-worth clients with financial planning (one-time and ongoing), discretionary investment management, and advisory services related to held-away accounts such as retirement plan participant accounts. The firm also facilitates preparation of estate-planning documents through an independent third‑party platform (Wealth.com) when clients elect that service.
The firm applies modern portfolio theory and fundamental security analysis to construct diversified, risk‑based portfolios typically implemented with no‑load mutual funds, ETFs, and occasional individual securities, and it conducts ongoing monitoring and periodic reviews of client accounts. Its financial planning offerings include hourly, one‑time, and ongoing engagements, and the adviser has formalized Held‑Away Account Services so that year‑end values of held‑away accounts are incorporated into its advisory oversight.
Distinctive features compared with many peers include the explicit inclusion of held‑away account market value in its asset assessments (a change effective January 1, 2026) and the integration of a third‑party estate‑plan coordination service with tiered options for clients who opt in. The firm combines discretionary management with flexible planning engagement formats and recommends a national custodian while disclosing receipt of platform products and services that support its advisory operations.
Client services
Expertise
Fee options
Initial Financial Plan one-time flat fee typically $1,500; Comprehensive Financial Planning recurring flat fee typically $5,000 per year; Estate Plan Coordination Services additional one-time fees from $0 to $1,000 depending on client type
$0 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.50% $5,000,001+: 0.25%
$300 per hour for financial planning services, billed quarterly or monthly in arrears, minimum 2 hours
Minimum fee: Total aggregate annual fee of $5,000 for clients with assets under $500,000 for Comprehensive Financial Planning with Investment Management Fee-only: Financial planning fees: Initial Financial Plan one-time flat fee typically $1,500; Comprehensive Financial Planning recurring flat fee typically $5,000 per year; hourly rate $300/hour with minimum engagement of 2 hours
Main office location
Chladek Wealth Management, LLC
Lenexa KS, United States
Number of offices
1
Most active in
Kansas · Missouri
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
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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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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
Quick links
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