Christopher Cheney
Christopher Cheney is a CFP, ChFC-designated registered investment advisor at Twin Peaks Wealth Management LLC, based in Cottonwood Heights, UT, with 18 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Divorce Planning, Education Planning, and 7 more. Their firm serves 49 clients with $50M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.10% |
| $500K - $1.0M | 1.05% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.90% |
Household accounts can be combined to calculate total portfolio value. Fees may be negotiable in very limited circumstances.
Fee Estimator
Location
2825 East Cottonwood Parkway, Suite 500, Cottonwood Heights, UT, 84121
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 →Employment History
Current Registrations
Twin Peaks Wealth Management LLC
Previous Registrations
Northwestern Mutual Investment Services,llc
State Registrations1 state
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
More Advisors
- Barry Watson, CFPSequoia Financial Group, L.L.C.
- Nathan Stagg, ChFCLido
- Peter Hughes, CFATelos Partners LLC
- Natcha Nussbaum, CFPCharles Schwab & CO., INC.
- Cameron Cole, CFPEmpirical Wealth Management
- Curtis Gray, CFPCharles Schwab & CO., INC.