Chad Wing
Chad Wing is a CFP-designated registered investment advisor at Cerity Partners Retirement Plan Consultants, based in Scottsdale, AZ, with 24 years of industry experience. Chad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 622 clients with $19B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
RPC charges a fee based on the size of the retirement plan's assets, up to 1.00% annually, or a fixed fee based on the scope of the engagement. The minimum annual fee is $15,000. Fees are negotiable and may be reduced or waived at RPC's discretion. These fees do not include charges from record keepers, administrators, custodians, or brokers.
Location
7659 E. Pinnacle Drive, Suite 100, Scottsdale, AZ, 85255
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2010Other Business ActivitiesSells Insurance
Chad is a licensed insurance agent, but is no longer actively selling insurance. However, Chad continues to receive renewal commissions from prior insurance sales.
Employment History
Current Registrations
Cerity Partners Retirement Plan Consultants
Cerity Partners LLC
Previous Registrations
Petrichor Asset Management LLC
Canopy Wealth Management
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Precision Distributors, LLCBroker
Catholic Financial Services CorporationBroker
Northwestern Mutual Investment Services, LLCBroker
Strong Investments, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.