TrueAdvisor
TrueAdvisor
CU
CFP · ChFC
CU
CFP · ChFC

Christopher Urness

Wealthcare Advisory Partners LLC
24 Years of Experience
Phoenix, AZ
BrokerSells Insurance
View SEC Summary
View SEC Summary

Christopher Urness is a CFP, ChFC-designated registered investment advisor at Wealthcare Advisory Partners LLC, based in Phoenix, AZ, with 24 years of industry experience. Christopher is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 10,948 clients with $8.3B in assets under management.

Wealthcare Advisory Partners LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
176 advisors
Number of Clients
10,948 clients
Average Client Portfolio
$757K average
Assets Under Management
$8.3B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.85%

Maximum fee rate is up to 1.85% based on account size, investment types, and restrictions. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

20860 N Tatum Blvd, Phoenix, AZ, 85050

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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 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
February 2016 - Present · 10 yrs 8 mos
LPL Financial LLCBroker
February 2016 - Present · 10 yrs 8 mos
Previous Registrations
LPL Financial LLC
July 2025 - December 2025 · 5 mos
Waddell & Reed
December 2007 - February 2016 · 8 yrs 2 mos
Waddell & ReedBroker
April 2007 - February 2016 · 8 yrs 10 mos
First Command Financial Planning, INC.
September 2005 - April 2007 · 1 yr 7 mos
First Command Bank
January 2005 - September 2005 · 8 mos
First Command Financial Planning, INC.Broker
January 2002 - April 2007 · 5 yrs 3 mos
State Registrations15 states
ALAZCAFLHIILNYOHORPATNTXVAWAWI
AdvisorBrokerBoth

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.
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