Chadds Ford Wealth Partners, LLC

Chadds Ford Wealth Partners, LLC is a registered investment adviser based in Chadds Ford, PA, offering financial planning, consulting, and investment management services to individuals, families, trusts, and institutions. The firm was founded in May 2019 and is owned by W. Christopher Kreicker, CFA, and Christopher R. Madel, CFA. As of December 31, 2024, the firm had $1,244,052,633 in assets under management, with $67,777,834 managed on a discretionary basis and $1,176,274,799 managed on a non-discretionary basis. Chadds Ford provides a range of financial planning and consulting services, including cash flow planning, retirement planning, and legacy gifting. The firm offers wealth management services, allocating client assets among various investment options based on individual goals and risk tolerance. Clients have the option to engage the firm for investment advice only or comprehensive wealth management services. The firm charges fees based on a blended fee schedule for wealth management services, with fees ranging from 0.75% to 0.20% based on the portfolio value. Chadds Ford may negotiate fees based on certain criteria and offers a 20% discount to not-for-profit clients. The firm may also charge fixed fees for financial planning and consulting services. Chadds Ford exercises investment discretion on behalf of clients, allowing the firm to make decisions on securities transactions without prior client consent. The firm also accepts the authority to vote client securities (proxies) in the best interest of clients. Clients are provided with regular account reviews and statements to keep them informed about their investments.