CB
CFP
CB
CFP

Christopher Brown

10 Years of Experience
Knoxville, TN

Christopher Brown is a CFP-designated registered investment advisor at Root Financial Partners, based in Knoxville, TN, with 10 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, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 858 clients with $2.1B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
52 advisors
Number of Clients
858 clients
Average Client Portfolio
$2.5M average
Assets Under Management
$2.1B

Fee Structure

Planning is included in investment management (also available separately)
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $5.0M0.75%
$5.0M - $10.0M0.50%
$10.0M - $25.0M0.40%
$25.0M - $50.0M0.30%
$50.0M - $100.0M0.25%
$100M+0.20%

Client relationships are subject to a minimum annual advisory fee of $10,000.

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

Location

Knoxville, TN

Get directions

History

Regulatory History
Clean regulatory record

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
Root Financial Partners
March 2025 - Present · 1 yr 1 mo
Previous Registrations
Clark Asset Management, LLC
August 2024 - February 2025 · 6 mos
Mariner Independent
December 2022 - August 2024 · 1 yr 8 mos
Patriot Investment Management Group INC
September 2015 - November 2022 · 7 yrs 2 mos
State Registrations2 states
TNTX
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.
Christopher Brown - Financial Advisor | TrueAdvisor