Chad Nolte
Advisor at Model Wealth
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Model Wealth
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Chad Nolte is a financial advisor at Model Wealth with the Series 65 designation and over six years of experience spanning roles at Pennant Planning, Topco Associates, RSM US LLP, CNH Industrial, and Walgreens. His background includes both corporate and advisory positions, with periods of sabbatical in 2023 and 2025. Model Wealth is a virtual, fee-only financial planning and wealth management firm serving individuals, families, estates, trusts, and small businesses. The firm employs a broadly passive investment approach focused on cost-effective, tax-aware strategies, integrating robo-advisory and direct indexing solutions under a flat annual fee structure.
Based on Model Wealth
Fixed/project-based fees for financial planning engagements, amount based on estimate of time involved
$400 per hour
Minimum fee: Flat annual fee ranges from $1,000 to $50,000; most clients pay between $7,900 and $12,000 per year Fee-only: Flat annual fee for wealth management; hourly fee of $400/hour for financial planning; fixed/project-based fees also available
Wheaton, IL
Colorado · Illinois
Pennant Planning
2025 - Present (1 year)
Sabbatical
2025 - 2025 (1 year)
Topco Associates, LLC.
2024 - 2025 (1 year)
Sabbatical
2023 - 2023 (1 year)
Rsm Us Llp
2018 - 2023 (5 years)
CNH Industrial
2017 - 2017 (1 year)
Walgreens
2007 - 2018 (11 years)
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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