Christopher Mccoy
Christopher Mccoy is a registered investment advisor at Rmr Wealth Builders, INC., based in Montclair, NJ, 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 Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 2,099 clients with $2.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
RMR Wealth Builders manages investment portfolios for clients, charging a percentage of the assets managed. The annual fee is a flat percentage of the total account value. The exact percentage is negotiable, but will not exceed 2.65%. Clients also pay an annual administrative fee of $80, charged quarterly. Clients can choose to have fees directly debited from their account or be billed directly.
Location
111 Grove Street, Suite 203, Montclair, NJ, 07042
Get directionsHistory
Regulatory History (5)
Regulatory
July 2025Regulatory
April 2025Regulatory
April 2024Customer Dispute
November 2020Customer Dispute
July 2020Other 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.
Previous Registrations
Calton & Associates, INC.
Calton & Associates, INC.Broker
Financial Network Investment CorporationBroker
First Republic Group, LLCBroker
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.