Christopher Diodato
Christopher Diodato is a CFA, CFP-designated registered investment advisor at Wellth Financial Planning, based in Pittsburgh, PA, 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, Divorce Planning, Education Planning, Estate Planning, and 5 more. Their firm serves 39 clients with $12M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | Included |
The annual fee is a flat fee of $900.00. Accounts with total values under $50,000 as of the last day of the quarter will be managed free of charge so provided there is an active ongoing financial planning engagement.
Fee Estimator
Contact
Christopher Diodato
Location
800 Waterfront Drive, 3rd Floor, Pittsburgh, PA, 15222
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Christopher is an advisor, sales representative, and portfolio manager for Union Bridge Capital and Cantilever Wealth Management, also working as an IAR rep for TLG Advisors, Inc. He is also a principal at WELLth Financial Planning, a fee-only RIA, and teaches salsa dancing classes a few hours per week.
Employment History
Current Registrations
Wellth Financial Planning
Tlg Advisors, INC.
Previous Registrations
The Leaders Group, INC.Broker
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Legend Advisory Corporation
Legend Equities CorporationBroker
Morgan Stanley
Morgan StanleyBroker
State Registrations3 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.