Christopher Urness
Christopher Urness is a CFP, ChFC-designated registered investment advisor at Wealthcare Advisory Partners LLC, based in West Chester, PA, with 24 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, Investment Management, Retirement Planning. Their firm serves 9,142 clients with $6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WCAP offers investment management services where fees are based on a percentage of the assets they manage. The specific percentage can be up to 1.85% annually, depending on factors like the types of investments, the size of your account, and any special reporting or restrictions. Fees are generally paid quarterly, in advance. WCAP may offer discounted rates to employees, their families, and very high net worth clients. If WCAP uses independent managers, your overall fees will include WCAP's fee plus the manager's fees. WCAP also offers a wrap fee program where transaction costs are included in the overall advisory fee.
Location
1065 Andrew Drive, West Chester, PA, 19380
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 involved in several business activities, including JPKC Kingdom Ventures LLC, FocalPoint Wealth Management LLC, Creative Castle Preschool & Playtime LLC, and Wealthcare Advisory Partners LLC. He also dedicates time to insurance sales and servicing since 2007.
Employment History
Current Registrations
Wealthcare Advisory Partners LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Waddell & Reed
Waddell & ReedBroker
First Command Financial Planning, INC.
First Command Bank
First Command Financial Planning, INC.Broker
State Registrations14 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.