CA
CA
Christopher Andrews
23 Years of Experience
Naples, FL
2 DisclosuresBroker
Christopher Andrews is a registered investment advisor at Wells Fargo Advisors, based in Naples, FL, with 23 years of industry experience. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,327,695 clients with $610B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14703 advisors
IM Fee
Planning only
Assets Under Management
$606.0B
Fee Structure
Minimum Investment:$250K
- Cash Flow Analysis — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Education Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Retirement Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Risk Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Wealth Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Divorce Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Special Needs Analysis — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Sports & Entertainment — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Business Owner Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
The total fee per engagement can range up to $5,000 for clients with a net worth of $250,000 to $500,000, up to $12,500 for clients with a net worth over $500,000 to $1,000,000, and up to $25,000 for clients with a net worth over $1,000,000. Fees are subject to negotiation and may vary.
One-Time Plan:Up to $25,000
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Location
9110 Strada Pl 3rd Floor, [F9-Rbo], Naples, FL, 34108
Get directionsHistory
Regulatory History (2)
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Customer Dispute
September 2013Denied
Customer Dispute
March 2006Denied
Employment History
Current Registrations
Wells Fargo Advisors
March 2024 - Present · 2 yrs 2 mos
Wells Fargo Clearing Services, LLCBroker
March 2024 - Present · 2 yrs 2 mos
Previous Registrations
Ameriprise Financial Services, LLC
January 2021 - March 2024 · 3 yrs 2 mos
Ameriprise Financial Services, LLCBroker
January 2021 - March 2024 · 3 yrs 2 mos
Wells Fargo Clearing Services, LLC
May 2016 - January 2021 · 4 yrs 8 mos
Wells Fargo Clearing Services, LLCBroker
April 2016 - January 2021 · 4 yrs 9 mos
Fifth Third Securities, INC.
May 2012 - May 2016 · 4 yrs
Fifth Third Securities, INC.Broker
May 2012 - May 2016 · 4 yrs
Suntrust Investment Services, INC.
February 2011 - May 2012 · 1 yr 3 mos
Suntrust Investment Services, INC.Broker
February 2011 - May 2012 · 1 yr 3 mos
The Huntington Investment Company
March 2010 - January 2011 · 10 mos
The Huntington Investment CompanyBroker
March 2010 - January 2011 · 10 mos
PNC InvestmentsBroker
November 2009 - February 2010 · 3 mos
PNC Investments
November 2009 - February 2010 · 3 mos
Natcity Investments, INC.
April 2009 - November 2009 · 7 mos
Natcity Investments, INC.Broker
May 2003 - November 2009 · 6 yrs 6 mos
American Express Financial Advisors INC.Broker
December 2002 - March 2003 · 3 mos
Ids Life Insurance CompanyBroker
December 2002 - March 2003 · 3 mos
State Registrations10 states
DEFLGAKYMINJOHRITXVA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.