Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Clients in the Direct-to-Consumer model pay an annual subscription fee for access to financial planning services and platform features. Clients may also purchase financial planning sessions with a financial advisor. Clients who invest through the Automated Index Investing (AII) programs are not charged an annual management fee by the Firm. However, the mutual funds and ETFs held within AII portfolios may have their own fees.
Areas of Practice
Advisor Information
Office location
2929 Allen Parkway, Suite 200, Houston, TX, 77019
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Cherita ChurchRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Cherita works as an Investment Adviser Representative for C&C Financial Advisory dba OSHUN Financial Planning, providing investment advice and financial planning. This activity takes nearly full-time hours.
Employment History
Current Registrations
Financial Advice Center
Origin Investment Advisory LLC
Previous Registrations
Time2plan Financial, LLC
State Registrations2 states
Exams
Additional Information
Hello, I’m Cherie!