Edward Jones
26yrs
Top advisor by experience in Sherwood
5yrs
Seth Chavez
Financial advisor at Strategic Advisers
Seth Chavez is a fiduciary financial advisor in Sherwood, Arkansas, with 5 years in the industry. Seth joined Strategic Advisers in 2026, after four years at LPL Financial and less than a year at Cuna Brokerage Services. Strategic Advisers offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets and flat fees.
One of 8 advisors with offices in Sherwood, and one of 8 fiduciaries.
At a glance
Experience5 years (since 2022)
How that compares ?5 years in the industry
OfficeSherwood, AR
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?1 state
Services through Strategic Advisers
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services
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 66Uniform Combined State Law Examination
Career
- May 2026 – nowStrategic Advisers LLCCurrent firm
- 2022 – 2026LPL Financial LLCPreviously
- Apr 2022 – May 2022Cuna Brokerage Services, Inc.Previously
Questions to ask Seth
Tailored to Seth’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Seth
How do I contact Seth?
Call Strategic Advisers at (617) 563-7000 and ask for Seth Chavez. Seth works from the Sherwood, AR office.
How long has Seth been a financial advisor?
Seth has been in the industry since 2022, about 5 years. 5 years in the industry.
What licenses does Seth hold?
Series 66. Tap any license on this page to see what it allows.
Is Seth a fiduciary?
Seth is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Seth paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Seth 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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