Christopher Labounty is a CFP-designated registered investment advisor at Labounty Financial Planning, based in Pittsford, NY, 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 Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
LaBounty Financial Planning charges a fixed annual fee ranging from $6,500 to $15,000 for wealth management services, which include both financial planning and investment management. Fees are paid quarterly in advance, and the quarterly fee equals one-fourth of the agreed-upon annual fee. There is no separate percentage fee charged on the value of your portfolio; rather, portfolio management is included as part of the overall wealth management fee.
Location
1160K Pittsford Victor Rd, 1st Fl, #16, Pittsford, NY, 14534
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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.
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Christopher is an employee and registered investment advisor representative of Manning & Napier Advisors, LLC. He is also a committee member of One Putt Partners, LLC since March 2022, a non-investment related activity requiring minimal time.
Employment History
Current Registrations
Labounty Financial Planning
Previous Registrations
Manning & Napier Advisors, LLC
Manning & Napier Advisory Advantage Company, LLC
Manning & Napier Investor Services, INC.Broker
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
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