CM
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Christopher Mautz

10 Years of Experience

Christopher Mautz is a registered investment advisor at Fiduciary Advisors, LLC, based in Cottonwood Heights, UT, with 10 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 50 clients with $460M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
50 clients
Average Client Portfolio
$9.3M average
Assets Under Management
$464.5M

Fee Structure

Investment management only (planning not offered)
Minimum Annual Fee:$60

Fiduciary Advisors offers two programs:

  • ManagedPlan: Fees are set forth in the program agreement.
  • 403(b) Fiduciary Overlay Program: The maximum fee for participation in this program is 0.15% of the value of your investments. Fees may be negotiable.
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Location

6975 Union Park Ctr, Suite 644, Cottonwood Heights, UT, 84047

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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.

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Employment History
Current Registrations
Fiduciary Advisors, LLC
May 2024 - Present · 1 yr 11 mos
Abg Consultants
June 2022 - Present · 3 yrs 10 mos
Previous Registrations
Abg Consultants
August 2005 - December 2011 · 6 yrs 4 mos
State Registrations1 state
UT
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.