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Christopher Chaney

Independent Financial Group, LLC
21 Years of Experience
Kansas City, MO
1 DisclosureBroker
View SEC Summary
View SEC Summary

Christopher Chaney is a registered investment advisor at Independent Financial Group, LLC, based in Kansas City, MO, with 21 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 Alternative Investments, Annuities, Business Owners, Charitable Giving, and 9 more. Their firm serves 26,635 clients with $13B in assets under management.

Independent Financial Group, LLC
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
541 advisors
Number of Clients
26,635 clients
Average Client Portfolio
$485K average
Assets Under Management
$12.9B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Up to $250K2.00%
$250K - $500K2.00%
$500K - $1.0M2.00%
$1.0M - $2.0M2.00%
$2.0M - $5.0M2.00%
$5M+2.00%

Maximum advisor fee is shown; program fees (0.04% to 0.16%) and transaction charges may apply depending on the selected program. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Kansas City, MO

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
February 2008
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Christopher is an officer/director of Basis Point Financial, a DBA used for marketing purposes, dedicating about a quarter of his time. He is also an officer/director for GiveSafeWater, a charity, spending a few hours per week as a fundraiser.

Employment History
Current Registrations
Independent Financial Group, LLCBroker
August 2021 - Present · 5 yrs 2 mos
Independent Financial Group, LLC
August 2021 - Present · 5 yrs 2 mos
Previous Registrations
Edward Jones
October 2016 - August 2021 · 4 yrs 10 mos
Edward JonesBroker
September 2016 - August 2021 · 4 yrs 11 mos
Woodbury Financial Services, INC.Broker
January 2015 - March 2015 · 2 mos
Woodbury Financial Services, INC.
January 2015 - March 2015 · 2 mos
UBS Financial Services INC.
June 2005 - October 2016 · 11 yrs 4 mos
UBS Financial Services INC.Broker
April 2005 - October 2016 · 11 yrs 6 mos
State Registrations16 states
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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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