Chase Dominion Advisors

What Chase Dominion Advisors does

Chase Dominion Advisors is an independent, privately held registered investment advisory firm founded in 1985 by Clarke Chase and headquartered in Glen Allen, Virginia. The firm operates through approximately 8 team members including principals, retirement plan consultants, financial advisors, and administrative/compliance staff, with Trey Jamison having completed succession as principal and managing partner in 2021. Securities and advisory services are delivered through a core partnership with LPL Financial (Member FINRA/SIPC), which enables the firm to serve clients across 14 U.S. states.

The firm's offering is structured around two primary customer segments: employer plan sponsors and individual employees/plan participants. For employers, services include fiduciary services (3(21) and 3(38)), ERISA compliance assistance, plan administration, provider selection, benchmarking, and employee financial wellness programs. For individuals, the firm provides financial planning, retirement income planning, investment management, estate planning, tax strategy, and education planning. Trey Jamison and David Beard lead the retirement plan consulting practice, while Matt Freeman serves as financial advisor; Barbara Phillips leads compliance and administrative support with 25+ years of retirement industry experience.

Chase Dominion Advisors generates revenue through professional services fees on retirement plan consulting, fiduciary services, financial planning, investment management, estate planning, and tax strategy. Pricing is not publicly disclosed, but the model likely combines AUM-based fees, flat fees, and hourly billing typical of independent RIAs operating on the LPL Financial platform. The firm reaches customers through a content-driven marketing strategy (resource center, SEO, educational content) combined with direct advisor outreach and referrals, with Trey Jamison recognized on the NAPA Top Retirement Plan Advisors Under 40 list in 2021 and 2023.

Name

Chase Dominion Advisors

Legal name

Chase Dominion Advisors

Website

https://chasedominion.com

Company type

Private

Founded year

1985

Operating status

Operating

Headcount range

1–10 employees

Short description

Chase Dominion Advisors is an independent RIA founded in 1985 and headquartered in Glen Allen, VA, providing retirement plan consulting, fiduciary services, and financial planning to employer plan sponsors and individuals across 14 U.S. states via the LPL Financial platform.

Ownership category

akta.pro rank

Product category

Retirement Plan Advisory & Financial Planning

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Employer Retirement Plan Advisory (401(k)/Pension) (FSAEABAE)

Keywords

• Retirement plan consulting
• Financial advisory services
• Fiduciary services
• Investment management
• Wealth management planning

Headquarters

HQ city

Glen Allen

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Financial Advisory and Consulting Fees: Fees charged for retirement plan consulting, fiduciary services, financial planning, investment management, estate planning, and tax strategy services provided to employers and individuals.

Go-to-market motion2 records

Distribution channels2 records

Marketing channels3 records

Core offering

Chase Dominion Advisors is an independent retirement plan advisory firm that provides employer-sponsored retirement plan consulting (fiduciary services, ERISA compliance, plan administration, provider selection, benchmarking, employee financial wellness) and individual financial planning services (financial planning, tax strategy, retirement income, investment management, estate planning, education planning) for plan participants, business owners, executives, and individuals. Securities and advisory services are offered through LPL Financial, a registered investment advisor and FINRA/SIPC member.

Product overview

Chase Dominion Advisors is a retirement plan advisory firm offering a comprehensive suite of services structured around retirement planning and wealth management. The core portfolio includes Financial Planning, Tax Strategy, Retirement Income, Investment Management, Estate Planning, and Education Planning for individual and business clients. For employers, they provide Fiduciary Services, Compliance Assistance, Provider Selection, Plan Administration, Benchmarking, and Employee Financial Wellness programs. The firm also offers Participant Education Services for employees of their employer clients. Services are delivered through their partnership with LPL Financial, a registered broker-dealer and investment advisor.

Differentiator

Problem solved

Functional benefit

Products and services

• Financial Planning Customized and comprehensive financial planning service that helps clients pursue their financial goals through personalized strategies. Targeted at individuals, families, business owners, and executives.
• Tax Strategy Investment advisory service focused on tax implications and tax-efficient investing strategies to optimize after-tax returns. Targeted at individuals and business owners.
• Retirement Income Planning Retirement planning service that structures income to help clients maintain their lifestyle choices and priorities during retirement. Targeted at individuals approaching or in retirement.
• Investment Management Portfolio customization service aligned with client goals, timeframes, and risk preferences to optimize investment outcomes. Targeted at individuals, families, and business owners.
• Estate Planning Legacy planning service to help secure wealth for future generations through effective estate strategies. Targeted at individuals, families, and business owners with multi-generational planning needs.
• Education Planning Tax-advantaged education savings strategy that evolves over time to help families save for educational expenses. Targeted at families planning for education costs.
• Fiduciary Services Fiduciary advisory services providing retirement plan advice in the best interests of the plan and its participants, including 3(21) and 3(38) fiduciary options. Targeted at employer plan sponsors.
• Compliance Assistance Support for employers in fulfilling ERISA compliance duties, including testing, reporting, and documentation requirements. Targeted at employer plan sponsors.
• Provider Selection Independent plan consultant services working with industry-leading retirement plan service providers and administrators to help employers evaluate and select retirement plan providers. Targeted at employer plan sponsors.
• Plan Administration Comprehensive retirement consulting services with vendor and investment neutrality, providing true independent plan consultation for employer-sponsored retirement plans. Targeted at employer plan sponsors.
• Benchmarking Benefits & Success Plan data analysis, detailed reporting, and peer comparisons to ensure optimal retirement plan design for client companies. Targeted at employer plan sponsors.
• Employee Financial Wellness Employee education and communication programs designed to guide employees toward financial success and improved retirement preparedness. Targeted at employees of employer plan sponsor clients.
• Participant Education Services One-on-one financial advice and planning services for plan participants, including employee education programs and individual financial consultations. Targeted at employees of employer plan sponsor clients.

Quantifiable outcome

• Trackable results regarding employees' level of retirement preparedness

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• LPL FinancialcoreChannel Partner/ Reseller/ DistributorSecurities and advisory services are offered through LPL Financial, a registered investment advisor and member of FINRA/SIPC. The LPL Financial Registered Representatives associated with Chase Dominion Advisors may discuss and/or transact securities business with residents of specific states. The firm also provides a link to the LPL Financial Form CRS disclosure document.

Scale indicators2 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• CAPTRUST: Large independent RIA focused exclusively on retirement plan consulting for employers, plus wealth management for participants. Direct competitor in fiduciary 3(21)/3(38) advisory services with similar vendor-neutral model and NAPA-recognized talent.
• Fiducient Advisors: Independent investment advisory firm serving retirement plan sponsors with consulting, manager research, and participant education. Directly comparable vendor-neutral retirement plan consulting model.
• SageView Advisory Group: Independent retirement plan consulting and wealth management firm serving mid-to-large employers with fiduciary and participant services. Closely comparable vendor-neutral, advisor-led retirement practice.
• OneDigital: National independent employee benefits and retirement plan advisory firm serving employers with fiduciary, compliance, and participant education services. Comparable employer-facing RIA model with much broader geographic footprint.
• Holberg Financial / Holberg Advisor Group: Boutique independent RIA offering retirement plan consulting and individual wealth management, similar in scale and dual employer/participant focus to Chase Dominion.

Broad incumbents

• Edelman Financial Engines: Largest independent RIA in the U.S., combining workplace retirement plan advice with individual financial planning. Broad incumbent offering the same dual employer + participant value proposition at much greater scale.
• Cetera Financial Group: Large independent broker-dealer and RIA platform supporting affiliated advisors in retirement plan and wealth services. Comparable channel/affiliation model to Chase Dominion's LPL relationship, but at much broader scale.
• Mariner Wealth Advisors: National RIA providing retirement plan advisory plus comprehensive wealth management for individuals and business owners. Overlapping dual-segment model with larger scale and broader footprint.

Emerging players

• Wipfli / Wipfli Retirement Plan Advisors: Mid-market accounting and advisory firm offering retirement plan consulting to plan sponsors. Comparable employer-facing fiduciary practice bundled with broader advisory services.
• Milliman / Milliman Financial Risk Management: Actuarial and retirement plan consulting practice competing for employer 3(21)/3(38) mandates. Comparable vendor-neutral consulting approach with deeper actuarial rigor.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights5 records

Customer concentration

• Xx.com/chasedominion
• Facebookfacebook.com/chasedominionadvisors
• LinkedInlinkedin.com/company/chase-dominion-advisors

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles8 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Chase Dominion Advisors