CR
CFP
CR
CFP

Christopher Rysak

23 Years of Experience
Mechanicsville, VA
Broker

Christopher Rysak is a CFP-designated registered investment advisor at Strategic Advisers LLC, based in Mechanicsville, VA, with 23 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 Investment Management, Retirement Planning. Their firm serves 2,401,763 clients with $1400B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
16982 advisors
Number of Clients
2,401,763 clients
Average Client Portfolio
$570K average
Assets Under Management
$1370.1B

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K0.85%
$100K - $250K0.80%
$250K+0.70%

Rates shown are the standard maximum gross advisory fees for plans with less than 20% employee enrollment. For plans with greater than 20% enrollment, the tiers are 0.80% for the first $100K, 0.70% for $100K-$250K, and 0.60% for assets over $250K. Fees are subject to a plan credit amount that reduces the gross fee.

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

Mechanicsville, VA

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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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Employment History
Current Registrations
Strategic Advisers LLC
March 2025 - Present · 1 yr 7 mos
Fidelity Brokerage Services LLC
November 2023 - Present · 2 yrs 11 mos
Fidelity Brokerage Services LLCBroker
November 2023 - Present · 2 yrs 11 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
November 2023 - March 2025 · 1 yr 4 mos
Charles Schwab & CO., INC.Broker
July 2016 - October 2023 · 7 yrs 3 mos
Charles Schwab & CO., INC.
July 2016 - October 2023 · 7 yrs 3 mos
T. Rowe Price Advisory Services, INC.
March 2012 - June 2016 · 4 yrs 3 mos
T. Rowe Price Investment Services, INC.Broker
December 2011 - June 2016 · 4 yrs 6 mos
T. Rowe Price Investment Services, INC.Broker
September 2007 - July 2011 · 3 yrs 10 mos
Vanguard Marketing CorporationBroker
July 2002 - July 2007 · 5 yrs
State Registrations14 states
CADEFLKYMAMDNCNJOHPASCTNTXVA
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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