Chad
Baxter
Clarify Wealth Management
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About this Advisor
Chad Baxter is a certified financial planner and chartered financial consultant who works out of Lafayette, Indiana, with 5 years of industry experience. Baxter currently works for Clarify Wealth Management. Over the course of their career, Baxter has held roles at The Ayco Company, L.P./Mercer Allied, The College Of Saint Rose, Pinehaven Country Club, Ollie'S Bargain Outlet, Lpl Financial, LLC and Clarify Wealth Management, Inc. Baxter holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can work in Indiana. Clarify Wealth Management is a company operating out of Cincinnati, OH. It administers $330 million in assets between its 1,210 customer accounts, making it one of the mid-sized financial advisory firms in the nation by assets under management. The firm serves two charities and foundations. Of its 1,210 customer accounts, 31% belong to high-net-worth investors who have greater than $1 million in assets available to invest. Clarify Wealth Management performs a set of services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Financial advisory fee schedules typically depend on the type of services. However, fee types billed by Clarify Wealth Management typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Clarify Wealth Management Brokerage Details
$329,625,204
11
1,210
$272,418
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Chad Baxter Work History
Chad has been registered as a financial advisor for 5 years.*
Lpl Financial, LLC
Clarify Wealth Management, Inc
The Ayco Company, L.P./Mercer Allied
Ollie'S Bargain Outlet
Pinehaven Country Club
The College Of Saint Rose
The College Of Saint Rose
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Chad Baxter to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Clarify Wealth Management
Cincinnati, OH
Lafayette, IN
Lafayette, IN
Cincinnati, OH
Cincinnati, OH
Pickerington, OH
Cincinnati, OH
Cincinnati, OH
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
