CR
CR

Christophor Rowell

14 Years of Experience
The Woodlands, TX

Christophor Rowell is a registered investment advisor at Creative Planning, based in The Woodlands, TX, with 14 years of industry experience. Christophor operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 84,858 clients with $220B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1101 advisors
Number of Clients
84,858 clients
Average Client Portfolio
$2.6M average
Assets Under Management
$217.4B

Fee Structure

Minimum Investment:$30K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.20%
$500K - $2.0M1.00%
$2.0M - $5.0M0.85%
$5.0M - $10.0M0.80%
$10.0M - $25.0M0.70%
$25.0M - $50.0M0.40%
$50.0M - $100.0M0.30%
$100M+0.25%

Fees and how they are charged are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

The Woodlands, TX

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Creative Planning
March 2022 - Present · 4 yrs 2 mos
Previous Registrations
Westwood Wealth Management
June 2021 - March 2022 · 9 mos
Foreside Fund Services, LLCBroker
June 2021 - March 2022 · 9 mos
Charles Schwab & CO., INC.
July 2016 - January 2021 · 4 yrs 6 mos
Charles Schwab & CO., INC.Broker
July 2016 - January 2021 · 4 yrs 6 mos
TD Ameritrade, INC.
July 2011 - June 2016 · 4 yrs 11 mos
Amerivest Investment Management, LLC
July 2011 - June 2016 · 4 yrs 11 mos
TD Ameritrade, INC.Broker
June 2011 - June 2016 · 5 yrs
State Registrations1 state
TX
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.