CO
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
81 advisors
Number of Clients
5,484 clients
Average Client Portfolio
$974K average
Assets Under Management
$5.3B
Fee Structure
Financial Plan Fee:$1,000 - $50,000
Hourly Rate:$150 - $500/hr
Investment advisory fees range up to 2.25% annually, depending on the investment strategy's complexity and account size. Larger or less complex accounts may have lower fees. Some advisors establish minimum fees, potentially exceeding 2.25% annually. Financial planning fees range from $150 to $500 per hour or $1,000 to $50,000 per project. Retainer agreements range from $1,000 to $20,000 per year.
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate Planning
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Advisor Information
Office location
1250 E Missouri Avenue, Phoenix, AZ, 85014
Get directionsRegulatory 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.
Customer Dispute
October 2023Award / Judgment
Employment Separation After Allegations
August 2009Other Business ActivitiesSells Insurance
Christopher is an author and educates parents on college planning and financial aid. He owns an LLC for a plot of land and is also a financial advisor for STF Insurance Services, LLC, selling various life insurance products, dedicating a few hours per week. Christopher is also a loan originator.
Employment History
Current Registrations
Dynamic
August 2018 - Present · 7 yrs 5 mos
Previous Registrations
Bfc Planning, INC.
July 2016 - September 2018 · 2 yrs 2 mos
Berthel Fisher & Company Financial Services, INC.
January 2013 - September 2018 · 5 yrs 8 mos
Berthel, Fisher & Company Financial Services, INC. Broker
January 2013 - September 2018 · 5 yrs 8 mos
Next Financial Group, INC.
August 2012 - January 2013 · 5 mos
Next Financial Group, INC. Broker
August 2012 - January 2013 · 5 mos
Berthel Fisher & Company Financial Services, INC.
January 2010 - August 2012 · 2 yrs 7 mos
Berthel, Fisher & Company Financial Services, INC. Broker
September 2009 - August 2012 · 2 yrs 11 mos
Cambridge Investment Research, INC.Broker
December 2006 - September 2009 · 2 yrs 9 mos
Royal Alliance Associates, INC. Broker
January 2004 - November 2006 · 2 yrs 10 mos
MML Investors Services, INC.
April 2002 - December 2003 · 1 yr 8 mos
MML Investors Services, INC. Broker
March 2002 - December 2003 · 1 yr 9 mos
State Registrations3 states
AZCONJ
Advisor
Exams
No exam information available for this advisor.