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 operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 2,031,770 clients with $1100B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
17027 advisors
Number of Clients
2,031,770 clients
Average Client Portfolio
$525K average
Assets Under Management
$1067.7B

Fee Structure

Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.25%
$500K - $1.0M1.10%
$1.0M - $2.0M0.90%
$2.0M - $5.0M0.70%
$5M+0.50%

Fidelity Advisory Services: 1.10% on all assets. Wealth Management and Private Wealth Management: tiered fees as described above. Fees are subject to change and can be negotiated for certain accounts. Additional fees of up to 0.40% may apply for SMA Sleeves where advisory services are not provided solely by a Strategic Advisers affiliate.

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 2 mos
Fidelity Brokerage Services LLC
November 2023 - Present · 2 yrs 6 mos
Fidelity Brokerage Services LLCBroker
November 2023 - Present · 2 yrs 6 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.