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Chad Chubb, CFP CSLP | WealthKeel, Philadelphia PA

Market Signals EditorialBy Updated:No Comments
0.000
Financial planner
United States
Contact Information
Philadelphia, PA, United States
https://wealthkeel.com/
Detailed Information
72/100
AI Advisor Match Score
Strong match
CFP certified +25RIA / Investment Adviser +20Fee-only fiduciary +12Verified profile +15
Computed by Trading Market Signals from credentials, registrations, planning specialties and profile completeness. Informational only, not an endorsement or investment advice.
Unclaimed profile. This listing was compiled from publicly available professional information. Chad Chubb has not claimed, reviewed, or endorsed this profile, and inclusion here does not imply any affiliation with Trading Market Signals.

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Chad Chubb, CFP, CSLP, founded WealthKeel in Philadelphia in 2015. The firm specializes in Gen X and Gen Y physicians, helping them simplify complex financial decisions and free up time while building wealth. WealthKeel uses a flat-fee model, which the firm argues is the clearest and fairest way for clients to understand what they pay. Chubb also holds the Certified Student Loan Professional mark, useful for physicians managing large training-related debt. His recognitions include Investment News Top 40 Under 40, Financial Advisor Magazine’s young advisors to watch, and repeated Investopedia top-advisor listings. He writes regularly on physician finances for national outlets. The firm’s services center on cash flow, student loans, investing, and long-term planning tailored to medical careers, delivered on a transparent flat-fee basis.

Source: compiled from public professional records. Verify registration on the SEC Investment Adviser Public Disclosure (IAPD) database: CRD #5794421. If you are this advisor, you can claim or request removal of this profile using the links above.
Fiduciary Status
Yes (Fee-Only Fiduciary)
Languages Spoken
English
Licenses & Certifications
CFP - Certified Financial Planner
Fee Structure / Compensation Method

Flat-Fee

Advisor SEC/CRD #

5794421

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