CP
ChFC
CP
ChFC

Christian Pearson

19 Years of Experience
Riverview, FL

Christian Pearson is a ChFC-designated registered investment advisor at Turning Point Financial Advisory, based in Riverview, FL, with 19 years of industry experience. Christian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified
Assets Under Management
$549K

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.25%

Fees may be negotiable.

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

Location

Riverview, FL

Get directions

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.

Learn about disclosures →
Other Business Activities

Christian is the CEO of Alafia Consulting LLC, a business development firm for startup companies. This activity takes minimal time.

Employment History
Current Registrations
Turning Point Financial Advisory
May 2023 - Present · 2 yrs 11 mos
Previous Registrations
Iliad Wealth Solutions
June 2022 - January 2023 · 7 mos
The Wealth Consulting Group
December 2016 - February 2019 · 2 yrs 2 mos
MML Investors Services, LLCBroker
July 2002 - December 2016 · 14 yrs 5 mos
State Registrations2 states
FLTX
Advisor

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.
Christian Pearson - Financial Advisor | TrueAdvisor