Michael Edward Chadwick

CFP · ChFC

31 Years of Experience

2 DisclosuresBrokerSells Insurance

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningBusiness OwnersHigh Net Worth

Fiscal Wisdom Wealth Management LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

10 advisors

Number of Clients

2,579 clients

Average Client Portfolio

$101K average

Assets Under Management

$259.8M

Fee Structure

Minimum Investment:None

Minimum Annual Fee:$1,000

Location

61 Maple Avenue, Canton, CT, 06019

Get directions

History

Regulatory History (2)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

March 2024

Settled

Customer Dispute

January 2024

Settled

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Michael sells life, disability, health, and long-term care insurance products through various independent insurance companies, dedicating a few hours per week. He is also involved in a property holding company, Chadwick Financial Advisors LLC, Fiscal Wisdom Wealth Management, college counseling, a farm business, and estate transfer services.