Chatterton & Associates is a fee-only Registered Investment Advisory Firm based in Anaheim, CA, established in 2004. The firm offers a comprehensive range of financial services, including financial planning, portfolio management for individuals and small businesses, selection of other advisors, publication of periodicals or newsletters, and educational seminars & workshops[1][3]. ### Key Services and Features - Financial Planning: This includes strategies for retirement, college funding, and asset transfer[1]. - Portfolio Management: Tailored investment combinations for individuals and small businesses[1]. - Tax Planning: Minimizing tax burdens through strategic asset management and identifying tax-advantaged plans[5]. - Estate Planning: Crafting financial legacies with in-house estate attorneys[5]. ### Client Base and Fee Structure Chatterton & Associates serves a diverse client base, including individuals and high-net-worth individuals. The firm charges fees based on the services provided, typically a percentage of assets under management (AUM), with options for hourly or fixed fees for specific services[1]. The investment minimum for asset management is $200,000, though exceptions are made for family members of existing clients[1]. ### Team and Philosophy The team is led by Robert D. Chatterton, Jr., who emphasizes the importance of integrated advice from wealth, tax, and estate professionals. Chatterton & Associates operates under a fiduciary standard, prioritizing clients' best interests above all else[2][3].