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Advisors / Washington / Bellevue
29yrs

Eric Chaney

Financial advisor at Commonwealth Financial Network

Eric Chaney is a fiduciary financial advisor in Bellevue, Washington, with 29 years in the industry. Eric joined Commonwealth Financial Network in 2018, after 14 years at Woodbury Financial Services. Commonwealth Financial Network offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.

One of 1483 advisors with offices in Bellevue, and one of 1389 fiduciaries.

Bellevue, WA 98005Top 17% by experience in BellevueFiduciary advisor
Call the officeDirections

At a glance

Experience29 years (since 1998)
How that compares ?Top 17% by experience in Bellevue
Office11911 NE 1st Street Suite 306, Bellevue, WA 98005
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions
Typical client at the firm ?$568,323
Advisors at the firm2,864
States licensed ?2 states

Services through Commonwealth Financial Network

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. 2018 – now
  2. 2005 – 2018
    Woodbury Financial Services, Inc.Previously

Questions to ask Eric

Tailored to Eric’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Eric

How do I contact Eric?

Call Eric’s local office at (425) 429-3978 or the Commonwealth Financial Network main office at (781) 736-0700, and ask for Eric Chaney.

How long has Eric been a financial advisor?

Eric has been in the industry since 1998, about 29 years. Top 17% by experience in Bellevue.

What licenses does Eric hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Eric a fiduciary?

Eric is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Eric paid?

Commonwealth Financial Network reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products. Ask Eric for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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