Christa Canavan
Christa Canavan is a ChFC-designated registered investment advisor at Norton Financial Consultants, based in Medway, MA, with 40 years of industry experience. Christa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more.
Compensation
Firm Size
IM Fee
Fee Structure
Norton Financial Consultants provides financial planning services for $350 per hour. A fixed fee option for a comprehensive financial plan is calculated and provided to the client if requested. The fixed fee is determined by estimating the number of hours of expected work on the financial plan, multiplied by the hourly rate. The fixed fee covers all time, meetings and communications pertaining to the scope of the original plan and is for a calendar year.
Location
165 Main Street, Suite 206-A, Medway, MA, 02053
Get directionsHistory
Regulatory 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 ActivitiesSells Insurance
Christa works as an insurance agent selling fixed insurance products, dedicating about 10% or less of her time. She also works as an Investment Adviser Representative and offers tax preparation services, spending about a quarter of her time and minimal time, respectively.
Employment History
Current Registrations
Norton Financial Consultants
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Previous Registrations
Signator Investors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
John Hancock Distributors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
Commonwealth Equity Services, INC.Broker
State Registrations7 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.