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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-20-2018
- Office Locations
- 1
Office Locations
About Chess Financial Planning LLC
Chess Financial Planning LLC is a Springvale-based RIA. The firm has been operating for 8 years. Managing $8.9M in total assets under management, with 1 advisory representatives.
Reported data analysis
What the numbers show
Of the latest reported AUM, 0.0% is discretionary and 100.0% is non-discretionary.
The firm reports 1 advisory representatives and 37 clients, or 37 clients per representative. That equates to $240.5K in reported AUM per client.
The profile lists 1 reported office location and 8 years in operation. The source data was last updated on April 2, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Investment Themes
- Investment Vehicles
- Services
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The full Chess Financial Planning LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
DAVID ROLAND MONGEAU
Chief Compliance Officer, Chief Executive Officer, Financial Advisor
- CRD
- #4441763
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No contact records available.
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $8,900,000 | -- |
| Total | $8,900,000 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Chess Financial Planning LLC has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.