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Paladin Research Report For:

Pete Chandler

RMR Wealth Builders, Inc.

CFP®
111 Grove Street Suite 203
Montclair, NJ 07042
973-865-4035

About Pete Chandler

Pete is a Financial Advisor at RMR Wealth, with a planning-first mindset and a passion for helping individuals and families achieve financial clarity and confidence. As a CERTIFIED FINANCIAL PLANNER® professional, Pete focuses on organizing his clients' financial lives, educating them to make informed decisions, and guiding them toward long-term success.

Pete has been in financial services since 2002, through various roles at The Hartford, Sunlife Financial, CION Investments and Fisher Investments. He has been a CFP® professional since 2012 and will continue to build on a successful career built on trust, honesty, and helping others reach their goals. Pete's mission aligns with RMR's core philosophy: to make a positive difference in the lives of the clients we serve.

Outside of his work in financial planning, Pete is actively involved in his community as a youth hockey coach and a board member for the Harding Madison Ice Hockey Association. He lives in New Jersey with his wife and three children and enjoys playing hockey, golfing, and coaching kids' sports.

See Disclosures

General Information

Firm Start Year
  • 1986
No. of Employees
  • 50-99
automated call
  • Yes
CRD#
  • 4547891
Firm CRD#
  • 169005
Name of Custodial Firm
  • Fidelity, Charles Schwab
States Licensed in
  • NJ
Years of Experience in Financial Services
  • 23
Number of Years with Current Firm
  • 1
Work with the following types of clients
  • Businesses, Individual Investors, Non-Profit Organizations
Foreign Languages Serviced
  • English
Advisory Services Provided
  • Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Financial Planning

Compliance

Registered Investment Advisor
  • Yes
Acknowledged fiduciary
  • Yes
Compliance Disclosures in Last 5 years
  • I have a clean record
Criminal Disclosures in Last 5 years
  • I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations
  • CFP®

Firm Information

Assets Managed by Firm
  • 2.2b

Compensation and Fees

Fee Structure
  • Fee-Based
Minimum Portfolio Size for New Managed Accounts
  • $500,000
Compensation Methods
  • Based on Assets, Flat Fee

Education

BA - Industrial Labor Relations

State University of New York at Potsdam
9/1994 -5/1998

MBA - Finance

University of Southern Maine
1/2000 -12/2001

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1892978/paladinregistry-RMR-Wealth-Builders,-Inc.-detailed-disclosure.html