CH
CFA

Christian Richard Hyldahl

20 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
10 advisors
Number of Clients
2,579 clients
Average Client Portfolio
$101K average
Assets Under Management
$259.8M

Fee Structure

Minimum Investment:None
Minimum Annual Fee:$1,000
Financial Plan Fee:$250 - $10,000
Hourly Rate:$150 - $500/hr

Asset management fees are based on a percentage of assets under management and are negotiable. The minimum annual fee is $1,000 and is also negotiable. Financial planning fees range from $150 to $500 per hour or $250 to $10,000 for multiple financial plans. Expansive financial planning services range from $500 to $10,000. An annual review and planning snapshot update is available for a flat fee ranging from $150 to $1,500.

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingBusiness OwnersHigh Net Worth
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Advisor Information

Office location

61 Maple Avenue, Canton, CT, 06019

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Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Judgment / Lien
July 2014
Customer Dispute
June 2009
Award / Judgment
Other Business Activities

Christian is the President of Varium Investment Partners, a CIO solution for independent registered investment advisors, since 2018.

Employment History
Current Registrations
Fiscal Wisdom Wealth Management LLC
March 2024 - Present · 1 yr 10 mos
Previous Registrations
Copper Beech Financial Group, LLC
April 2022 - February 2024 · 1 yr 10 mos
Varium Investment Partners, LLC
September 2015 - March 2018 · 2 yrs 6 mos
Kjm Securities, INC.Broker
January 2007 - March 2008 · 1 yr 2 mos
Archstone Investment Management
April 2005 - May 2014 · 9 yrs 1 mo
Archstone Investment Management
April 2005 - December 2010 · 5 yrs 8 mos
Stanley Laman Group Securities, LLCBroker
August 2003 - March 2005 · 1 yr 7 mos
Stanley-Laman Group Ltd.
November 2002 - June 2011 · 8 yrs 7 mos
Sel Capital Management, LLC
November 2002 - March 2006 · 3 yrs 4 mos
Rampart Financial Services, INC.Broker
March 2002 - September 2003 · 1 yr 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
October 1994 - April 1996 · 1 yr 6 mos
Mendham Capital Group, INC.Broker
December 1992 - December 1993 · 1 yr
State Registrations2 states
CTNC
Advisor
Exams
No exam information available for this advisor.
Christian Richard Hyldahl - Financial Advisor | AdvisorDiscover