CC
CC

Christopher Combs

30 Years of Experience
Westerville, OH
Sells Insurance

Christopher Combs is a registered investment advisor at Fc Wealth Solutions LLC, based in Westerville, OH, with 30 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 144 clients with $200M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
144 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$199.4M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.0M1.50%
$2.0M - $5.0M1.00%
$5M+0.85%

Fees are generally negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

440 Polaris Parkway Suite 110, Westerville, OH, 43082

Get directions

History

Regulatory History
Clean regulatory record

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

Christopher is the Owner/President of Combs Insurance Services Agency, Inc. since 1984, spending about two-thirds of his time on insurance, benefits, and human resources activities. He also serves as a Board Member for York Golf Club, dedicating minimal time to this role.

Employment History
Current Registrations
Fc Wealth Solutions LLC
September 2024 - Present · 1 yr 8 mos
Previous Registrations
Cambridge Investment Research Advisors, INC.
December 2021 - September 2024 · 2 yrs 9 mos
Fc Wealth Solutions LLC
May 2017 - December 2021 · 4 yrs 7 mos
Cambridge Investment Research Advisors, INC.
February 2011 - May 2017 · 6 yrs 3 mos
Cambridge Investment Research, INC.Broker
February 2011 - May 2017 · 6 yrs 3 mos
Royal Alliance Associates, INC.Broker
February 2006 - July 2009 · 3 yrs 5 mos
Raymond James Financial Services, INC.Broker
April 2003 - December 2005 · 2 yrs 8 mos
AXA Advisors, LLCBroker
May 1994 - April 2003 · 8 yrs 11 mos
The Equitable Life Assurance Society of the United StatesBroker
May 1994 - January 2000 · 5 yrs 8 mos
State Registrations1 state
OH
Advisor

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.

Exams
No exam information available for this advisor.
Christopher Combs - Financial Advisor | TrueAdvisor