Christopher Coble
Christopher Coble is a registered investment advisor at Ridgecrest Wealth Partners, LLC, based in San Rafael, CA, with 11 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 688 clients with $620M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ridgecrest Wealth Partners charges an annual management fee based on the value of your investments. The fee can be a fixed percentage, a fixed dollar amount, a tiered schedule, or a linear schedule. The annual fee ranges up to 1.5% and is charged monthly.
Location
851 Irwin St, #225C, San Rafael, CA, 94901
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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 →Other Business Activities
Christopher is a sole proprietor/owner/partner in a bike race business since 2005. He dedicates minimal time to this investment-related activity outside of business hours.
Employment History
Current Registrations
Ridgecrest Wealth Partners, LLC
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Commonwealth Financial NetworkBroker
Franklin/templeton Distributors, INC.Broker
Franklin Templeton Financial Services CORP.Broker
Templeton/franklin Investment Services,inc.Broker
State Registrations6 states
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.