Christopher Wood
Christopher Wood is a CFP-designated registered investment advisor at Wood Wealth Group, LLC, based in Charlestown, MA, with 15 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 166 clients with $36M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees are generally negotiable.
Fee Estimator
Location
529 Main Street, Suite P200, Charlestown, MA, 02129
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
January 2020Other Business ActivitiesSells Insurance
Christopher owns ADPM, Inc., a property management and rental company, dedicating a few hours per week to collecting rents and managing properties. He also owns East Coast Insurance Providers, LLC, selling and servicing property and casualty insurance for a few hours per week, and is a partner in CGI Capital LLC dba RedLine Gear Cleaning, a first responder gear cleaning service.
Employment History
Current Registrations
Wood Wealth Group, LLC
Previous Registrations
On Investment Management CO
The O.N. Equity Sales CompanyBroker
Hornor, Townsend & Kent, LLC
Hornor, Townsend & Kent, LLCBroker
Nylife Securities LLCBroker
State Registrations8 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.