CR
CFP
CR
CFP

Christopher Riboli

12 Years of Experience
Austin, TX

Christopher Riboli is a CFP-designated registered investment advisor at Root Financial Partners, based in Austin, TX, with 12 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, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 858 clients with $2.1B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
52 advisors
Number of Clients
858 clients
Average Client Portfolio
$2.5M average
Assets Under Management
$2.1B

Fee Structure

Planning is included in investment management (also available separately)
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $5.0M0.75%
$5.0M - $10.0M0.50%
$10.0M - $25.0M0.40%
$25.0M - $50.0M0.30%
$50.0M - $100.0M0.25%
$100M+0.20%

Client relationships are subject to a minimum annual advisory fee of $10,000.

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

801 Barton Springs Rd, Austin, TX, 78704

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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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Employment History
Current Registrations
Root Financial Partners
November 2021 - Present · 4 yrs 5 mos
Previous Registrations
Integrity Financial Corporation
July 2013 - November 2021 · 8 yrs 4 mos
State Registrations2 states
CATX
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.