Christopher Mcdonald
Christopher Mcdonald is a registered investment advisor at The Renaissance Group, based in Ventura, CA, with 4 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 184 clients.
Compensation
Firm Size
IM Fee
Fee Structure
The Renaissance Group offers financial planning services for an hourly fee of $250. Before starting, they'll estimate the hours needed. If they expect to exceed the estimate, they'll get your approval first. You'll pay a retainer in advance, and they'll bill against it as they work.
Location
199 Figueroa St., 101A, Ventura, CA, 93001
Get directionsHistory
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Christopher is an Investment Adviser Rep and Registered Rep with Cambridge Investment Research, dedicating nearly full-time hours to this role. He also owns and operates McDonald & Associates, Napa Valley Consulting, and All About Speech Therapy, and works as an insurance agent, providing insurance products and services.
Employment History
Current Registrations
The Renaissance Group
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Invesmart Advisors INC
State Registrations4 states
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.