CR
CFP
CR
CFP

Christopher Russell

10 Years of Experience
San Diego, CA

Christopher Russell is a CFP-designated registered investment advisor at Tempus Pecunia, based in San Diego, CA, 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 Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 13 clients with $19M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
13 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$18.8M

Fee Structure

Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees are negotiable.

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

Location

San Diego, CA

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 →
Other Business Activities

Christopher is employed as President at 1789 West, a business consulting firm for small and mid-sized businesses. This activity takes about half of Christopher's time.

Employment History
Current Registrations
Tempus Pecunia
March 2019 - Present · 7 yrs 2 mos
Previous Registrations
Pure Financial Advisors, INC.
August 2016 - February 2017 · 6 mos
Gupta Wealth Management, LLC
October 2015 - March 2016 · 5 mos
Mariner Wealth Advisors, LLC
February 2015 - August 2015 · 6 mos
Mercer Global Advisors INC.
March 2013 - January 2015 · 1 yr 10 mos
State Registrations1 state
CA
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 Russell - Financial Advisor | TrueAdvisor