CP
CP

Christopher Piland

17 Years of Experience
Griffin, GA
Sells Insurance

Christopher Piland is a registered investment advisor at Georgia Wealth Partners, LLC, based in Griffin, GA, with 17 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Insurance Planning, Investment Management, and 1 more. Their firm serves 493 clients with $140M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
493 clients
Average Client Portfolio
$278K average
Assets Under Management
$137.2M

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.25%
$500K - $1.0M1.00%
$1.0M - $2.0M0.90%
$2.0M - $5.0M0.80%
$5M+0.65%

Fees are generally negotiable.

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

318 S. Hill Street, Suite 200, Griffin, GA, 30224

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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.

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Other Business ActivitiesSells Insurance

Christopher serves as a Brigadier General in the U.S. Army Reserve and is a partner and owner of Teaspoon LLC, a commercial rental property. He also works as an agent for Lewis & Wallace Associates and GWP Insurance Services, LLC, selling fixed and P&C insurance products, dedicating about a quarter of his time to this.

Employment History
Current Registrations
Georgia Wealth Partners, LLC
October 2022 - Present · 3 yrs 7 mos
Previous Registrations
Hbw Advisory Services LLC
February 2009 - October 2022 · 13 yrs 8 mos
State Registrations1 state
GA
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 Piland - Financial Advisor | TrueAdvisor