CP
CFP
CP
CFP

Christian Polito

13 Years of Experience
Fairfax, VA
Sells Insurance

Christian Polito is a CFP-designated registered investment advisor at Clarion Wealth Management Partners, based in Fairfax, VA, with 13 years of industry experience. Christian 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 384 clients with $310M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
384 clients
Average Client Portfolio
$814K average
Assets Under Management
$312.4M

Fee Structure

Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.0M1.50%
$2.0M - $4.0M1.25%
$4.0M - $6.0M1.00%
$6M+0.80%

AUM is per household. Fees are negotiable.

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

12500 Fair Lakes Circle, Suite 250, Fairfax, VA, 22033

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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.

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Other Business ActivitiesSells Insurance

Christian is licensed to sell non-variable insurance and annuities. He spends a few hours per week on this investment-related activity.

Employment History
Current Registrations
Clarion Wealth Management Partners
March 2025 - Present · 1 yr 2 mos
Previous Registrations
Eversource Wealth Advisors, LLC
March 2024 - March 2025 · 1 yr
Commonwealth Financial NetworkBroker
December 2021 - March 2024 · 2 yrs 3 mos
Commonwealth Financial Network
December 2021 - March 2024 · 2 yrs 3 mos
Spire Securities, LLCBroker
April 2021 - October 2021 · 6 mos
Spire Wealth Management, LLC
April 2021 - October 2021 · 6 mos
Keel Point Capital, LLCBroker
October 2015 - April 2021 · 5 yrs 6 mos
Keel Point, LLC
October 2015 - April 2021 · 5 yrs 6 mos
Mcadam LLC
October 2014 - September 2015 · 11 mos
Purshe Kaplan Sterling InvestmentsBroker
October 2014 - September 2015 · 11 mos
Voya Financial Advisors, INC.
September 2012 - October 2014 · 2 yrs 1 mo
Voya Financial Advisors, INC.Broker
August 2012 - October 2014 · 2 yrs 2 mos
State Registrations1 state
VA
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.