TrueAdvisor
TrueAdvisor
CC
CC

Christopher John Chaffon

Nova Financial Services
16 Years of Experience
2 Disclosures
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningEducation PlanningTax PlanningFinancial Planning & Coaching
Nova Financial Services
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
737 clients
Average Client Portfolio
$531K average
Assets Under Management
$391.2M

Fee Structure

Minimum Investment:None
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $500K2.50%
$500K - $2.0M2.25%
$2.0M - $5.0M2.00%
$5.0M - $10.0M1.75%
$10M+1.75%

Fees negotiable for accounts over $10,000,000. Pension Consulting uses the same fee schedule.

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

Location

1630 E River Rd, Suite 212, Tucson, AZ, 85718

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
May 2015
Customer Dispute
June 2014
Denied
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Nova Financial Services
June 2015 - Present · 10 yrs 8 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2012 - June 2015 · 3 yrs
Morgan Stanley Smith Barney LLC
September 2009 - July 2012 · 2 yrs 10 mos
State Registrations1 state
AZ
Advisor
Exams
No exam information available for this advisor.