CH
CFP · ChFC
CH
CFP · ChFC

Christopher Harper

38 Years of Experience
Alpharetta, GA
1 DisclosureBroker

Christopher Harper is a CFP, ChFC-designated registered investment advisor at Wells Fargo Advisors, based in Alpharetta, GA, with 38 years of industry experience. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,327,695 clients with $610B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14703 advisors
IM Fee
Planning only
Assets Under Management
$606.0B

Fee Structure

Minimum Investment:$250K
  • Cash Flow Analysis — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
  • Education Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
  • Retirement Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
  • Risk Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
  • Wealth Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
  • Divorce Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
  • Special Needs Analysis — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
  • Sports & Entertainment — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
  • Business Owner Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.

The total fee per engagement can range up to $5,000 for clients with a net worth of $250,000 to $500,000, up to $12,500 for clients with a net worth over $500,000 to $1,000,000, and up to $25,000 for clients with a net worth over $1,000,000. Fees are subject to negotiation and may vary.

One-Time Plan:Up to $25,000
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Location

2520 Northwinds Pkwy Ste 200, Two Northwinds Center, Alpharetta, GA, 30009

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History

Regulatory History (1)
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
February 2019
Settled
Employment History
Current Registrations
Wells Fargo Clearing Services, LLCBroker
August 2009 - Present · 16 yrs 9 mos
Wells Fargo Clearing Services, LLC
August 2009 - Present · 16 yrs 9 mos
Wells Fargo Advisors
August 2009 - Present · 16 yrs 9 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2005 - August 2009 · 4 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2005 - August 2009 · 4 yrs
Northwestern Mutual Investment Services,llc
September 2003 - August 2005 · 1 yr 11 mos
Robert W. Baird & CO. IncorporatedBroker
September 1993 - January 2002 · 8 yrs 4 mos
Robert W. Baird & CO. IncorporatedBroker
November 1989 - May 1992 · 2 yrs 6 mos
Northwestern Mutual Investment Services, LLCBroker
September 1987 - August 2005 · 17 yrs 11 mos
State Registrations22 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.