CS
CFP
CS
CFP

Christopher Stino

16 Years of Experience
Wesley Chapel, FL
1 DisclosureBroker

Christopher Stino is a CFP-designated registered investment advisor at Edward Jones, based in Wesley Chapel, FL, with 16 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning. Their firm serves 3,743,795 clients with $820B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
22714 advisors
IM Fee
Planning only
Assets Under Management
$825.0B

Fee Structure

Minimum Investment:$250K

Edward Jones offers an Ongoing Financial Planning Service for a maximum fee of $3,600 per year. This includes a financial plan and periodic updates, generally at least once per year, based on consultations with your financial advisor. You can discuss and revise your plan as needed. The fee may be paid in quarterly installments. To be eligible, you must have at least $250,000 enrolled in one or more Edward Jones Advisory Programs.

Edward Jones offers a Point in Time Financial Planning Service for which they do not currently charge a separate fee, but reserve the right to do so in the future. This service includes consultations with your financial advisor who will analyze your situation and provide a personalized financial plan.

Annual Retainer:Up to $3,600/year
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Location

2653 Bruce B Downs Blvd, Suite 120, Wesley Chapel, FL, 33544

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History

Regulatory History (1)
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Criminal
May 2003
Final Disposition
Employment History
Current Registrations
Edward JonesBroker
March 2024 - Present · 2 yrs 6 mos
Edward Jones
March 2024 - Present · 2 yrs 6 mos
Previous Registrations
Charles Schwab & CO., INC.
May 2020 - January 2024 · 3 yrs 8 mos
Charles Schwab & CO., INC.Broker
May 2020 - January 2024 · 3 yrs 8 mos
USAA Investment Management Company
January 2018 - May 2020 · 2 yrs 4 mos
USAA Financial Planning Services
January 2014 - January 2018 · 4 yrs
USAA Financial Advisors, INC.Broker
December 2013 - May 2020 · 6 yrs 5 mos
Scottrade, INC.Broker
May 2009 - November 2013 · 4 yrs 6 mos
State Registrations18 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.