Christopher Peterson is a CFP-designated registered investment advisor at Core Planning, based in Crossville, TN, with 18 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 867 clients with $530M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Maximum annual fee of 1.25%. Fees are negotiable and depend on the money manager selected, account value, and cash holdings.
Fee Estimator
Contact
Christopher Peterson
Location
186 Hwy 70 E, Crossville, TN, 38555
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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 →Employment History
Current Registrations
Core Planning
Previous Registrations
Cravens & Company Wealth Management
Peterson Wealth Advisory, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
State Registrations1 state
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
Additional Information
Being a financial planner, I enjoy working with great people who appreciate the true value of my services. I want you to be confident that my only incentive is to do what is in your best interest. I adhere at all times to the highest fiduciary standard of care and strive to earn your trust through transparent processes and honest communication. My fee-only compensation model means there are no commissions, kickbacks or incentives to use one product over another. My clients value this transparent, unbiased approach and I value their continued loyalty.
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