Ted L. Chartier, CFP® - FCS

Ted L. Chartier, CFP®



Ted and his partners founded FCS Private Wealth Management, a 17-person team managing approximately $1.8 billion in assets (as of 3/2022). He focuses on providing best-in-class wealth management services to high net worth individuals and families. Ted was named a Forbes Best-in-State Wealth Advisors in 2019 and 2020*.

*The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a rating. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.


FCS Private Wealth Management: Partner — 2020 - Present

UBS Financial Services: Senior VP-Wealth Management — 2002-2020

Merrill Lynch: Financial Advisor — 2002

Merrill Lynch: Internship — 1997-2001


Bachelors in Business Administration, Friends University, 2001

Associates in Computer Science, Friends University, 2001

Licenses & Certifications

Financial Planning Certificate Program, University of Missouri-Kansas City, 2004

CERTIFIED FINANCIAL PLANNER™, Certified Financial Planner Board of Standards, 2013

EDHEC Risk Institute - Equity Investment program participant, Yale School of Management, 2014


2020 - Best-In-State Kansas Advisors, FORBES Magazine

2019 - Best-In-State Wealth Advisors, FORBES Magazine*

2016 – KMBZ Moneyline Commentator

2014 – Graduated from the FBI Citizen’s Academy

2012 – Recognized in FORBES Magazine

2000 – NAIA Football All-America Scholar-Athlete

1999 – NAIA Football All-America Scholar-Athlete


Ted L. Chartier California license 0L60339

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