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Christopher Mccoy

Rmr Wealth Builders, INC.
26 Years of Experience
Fairfield, CT
5 DisclosuresSells Insurance
View SEC Summary
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Christopher Mccoy is a registered investment advisor at Rmr Wealth Builders, INC., based in Fairfield, CT, with 26 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Corporate Executives, and 8 more. Their firm serves 2,099 clients with $2.9B in assets under management.

Rmr Wealth Builders, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
53 advisors
Number of Clients
2,099 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$2.9B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.65%

Fees are charged as a flat percentage of total assets under management up to a maximum annual rate of 2.65%. Fees are negotiable based on account value, services provided, and other factors.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Fairfield, CT

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History

Regulatory History (5)
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.
Regulatory
July 2025
Final
Regulatory
April 2025
Final
Regulatory
April 2024
Final
Customer Dispute
November 2020
Settled
Customer Dispute
July 2020
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Christopher is a commissioner for the Fairfield CT Parks and Recreation Commission, a consultant for Gerson Lehrman Group, a member of HR Ease, LLC, and a representative for the Fairfield Republican Town Committee. Additionally, Christopher is an independent contractor providing Medicare health insurance solutions, dedicating a few hours per week to this activity.

Employment History
Current Registrations
Rmr Wealth Builders, INC.
January 2019 - Present · 7 yrs 9 mos
Previous Registrations
Calton & Associates, INC.
February 2015 - January 2019 · 3 yrs 11 mos
Calton & Associates, INC.Broker
August 2012 - December 2022 · 10 yrs 4 mos
Financial Network Investment CorporationBroker
April 2007 - September 2012 · 5 yrs 5 mos
First Republic Group, LLCBroker
January 2000 - May 2007 · 7 yrs 4 mos
State Registrations1 state
CT
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.
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