Christopher Williams is a registered investment advisor at Vista Finance, LLC, based in Clayton, MO, with 14 years of industry experience. Christopher 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 4 more. Their firm serves 86 clients with $270M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Vista Finance offers wrap comprehensive portfolio management services. Please refer to the Wrap Fee Program Brochure for information regarding fees. Vista Finance also uses Pontera to manage assets held away, which charges a 0.25% fee in addition to Vista Finance's wrap fee.
Location
100 South Brentwood, Suite 350, Clayton, MO, 63105
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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.
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Christopher is a member of the planned giving committee for Forest Park Forever and the expansion steering committee for LaunchCode, both non-profits, dedicating minimal time to each. Christopher is also the Chief Executive Officer of Vista National Bank & Trust, dedicating about half of his time to this role.
Employment History
Current Registrations
Vista Finance, LLC
Previous Registrations
M&i Financial Advisors, INC.
Banc of America Investment Services, INC.
Strong Capital Management INC
State Registrations1 state
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.