Christopher Cone
Christopher Cone is a CFP-designated registered investment advisor at Cone Wealth Management, based in Tulsa, OK, 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, Investment Management, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.29% |
| $500K - $1.0M | 1.14% |
| $1.0M - $2.5M | 0.99% |
| $2.5M - $5.0M | 0.84% |
| $5.0M - $10.0M | 0.79% |
| $10.0M - $25.0M | 0.64% |
| $25.0M - $50.0M | 0.49% |
| $50.0M - $100.0M | 0.29% |
| $100M+ | 0.24% |
The annual fee is negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).
Fee Estimator
Location
7914 E 106th Street, Suite 207, Tulsa, OK, 74133
Get directionsHistory
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 ActivitiesSells Insurance
Christopher is a financial advisor at Financial Builders LLC and a managing member/insurance agent at Oklahoma Senior Planning Solutions LLC. He dedicates about 10-20% of his time to selling medicare-related products and other fixed insurance products.
Employment History
Current Registrations
Cone Wealth Management
Previous Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Royal Alliance Associates, INC.
Royal Alliance Associates, INC.Broker
Waddell & Reed, INC.Broker
Waddell & Reed, INC.
State Registrations2 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.