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CHESAPEAKE FINANCIAL PLANNING

ANNAPOLIS, MD · CRD 283715 · IAPD ↗ · chesapeake-financial.com · 410-974-0410

$0Regulatory AUM
2Advisory reps
6Employees
10Clients
101-250Planning clients
0Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
April 2025 — CHESAPEAKE FINANCIAL PLANNING (ANNAPOLIS, MD) left the SEC roster (was $0 RAUM, 2 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
40
September 2024 — CHESAPEAKE FINANCIAL PLANNING filed an Item 4A succession naming CHESAPEAKE FINANCIAL PLANNING (CRD 283715) — an entity change, not a deal.
Item 4A succession where the acquired firm is the same business (entity change, not a deal).
Integration & migration consultingCompliance

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.