Christopher Doran
Christopher Doran is a CFP-designated registered investment advisor at Wealth with No Regrets®, based in Alpharetta, GA, with 23 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, Charitable Giving, Estate Planning, High Net Worth, and 4 more. Their firm serves 207 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.40% |
The annual portfolio management fee is up to 1.4%.
Fee Estimator
Location
12600 Deerfield Parkway, Suite 475, Alpharetta, GA, 30004
Get directionsHistory
Regulatory History (1)
Financial
December 2019Other Business ActivitiesSells Insurance
Christopher is a financial planning consultant at Xception Advisory Group, involved in financial planning, investment-related activities, and insurance business, dedicating full-time hours to this role. He is also an IAR Rep at TLG Advisors Inc, but spends no time on this activity.
Employment History
Current Registrations
Wealth with No Regrets®
Previous Registrations
Hightower Advisors, LLC
Hightower Securities, LLCBroker
Tlg Advisors, INC.
The Leaders Group, INC.Broker
Fidelity Personal and Workplace Advisors
Strategic Advisers LLC
Fidelity Brokerage Services LLCBroker
Fidelity Brokerage Services 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.