Christopher Alman is a CFP-designated registered investment advisor at Equip Financial Partners, based in Fairhope, AL, with 14 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, Charitable Giving, Corporate Executives, Education Planning, and 7 more.
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 | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $20.0M | 0.35% |
| $20M+ | 0.20% |
Fees are negotiable. Investment management is only offered to clients utilizing ongoing financial planning or retirement plan sponsors/charities. Total annual fee includes any outside manager fees and will not exceed 2.00%.
Fee Estimator
Location
Fairhope, AL
Get directionsHistory
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 Activities
Christopher is the owner of Equip CFO, a business consulting firm, since October 2023. He provides business consulting and operational support, dedicating about 10-20% of his time to this activity.
Employment History
Current Registrations
Equip Financial Partners
Previous Registrations
Brown Financial Advisory
Charles D. Jones Capital Management, INC.
State Registrations2 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.
Exams
Additional Information
Feel free to connect with me on LinkedIn, check out my educational videos on YouTube, or schedule a free strategy call if you're ready to get started with planning for your future. I look forward to getting to know you!
More Advisors
- John Wallace, CFPCapital Square, LLC
- Chad Holmes, CFPWpwealth LLP
- Geoffrey Kennedy, CFA, CFP
- James Hickey, CFACrimson Wealth
- Evan Hipp, CFPBrown Financial Advisory
- Bradley Rapking, CFAAptus Capital Advisors, LLC