CB
CFP
CB
CFP

Christopher Barker

12 Years of Experience
Sells Insurance

Christopher Barker is a CFP-designated registered investment advisor at Maia Wealth, based in Denver, CO, 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 Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 2,148 clients with $970M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
41 advisors
Number of Clients
2,148 clients
Average Client Portfolio
$453K average
Assets Under Management
$973.0M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

The maximum annual advisory fee for accounts paying a percentage of assets under management is 1.50%. Fees may vary based on the size of the account, complexity of the portfolio, extent of activity in the account or other reasons agreed upon by us and you as the client.

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

1331 17th Street, Suite 800, Denver, CO, 80202

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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

Christopher holds an insurance license and sells life, variable, accidental, and health insurance products. This investment-related activity takes a few hours per week, including time during trading hours.

Employment History
Current Registrations
Maia Wealth
February 2019 - Present · 7 yrs 2 mos
Previous Registrations
MML Investors Services, LLC
July 2015 - February 2019 · 3 yrs 7 mos
MML Investors Services, LLCBroker
July 2015 - February 2019 · 3 yrs 7 mos
Northwestern Mutual Investment Services,llc
April 2015 - July 2015 · 3 mos
Northwestern Mutual Investment Services, LLCBroker
April 2013 - July 2015 · 2 yrs 3 mos
State Registrations1 state
CO
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 Barker - Financial Advisor | TrueAdvisor