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Chris Wakefield

Csenge Advisory Group, LLC
13 Years of Experience
Cookeville, TN
View SEC Summary
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Chris Wakefield is a registered investment advisor at Csenge Advisory Group, LLC, based in Cookeville, TN, with 13 years of industry experience. Chris operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 7,199 clients with $3.2B in assets under management.

Csenge Advisory Group, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
75 advisors
Number of Clients
7,199 clients
Average Client Portfolio
$440K average
Assets Under Management
$3.2B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.35%

Maximum annual fee is 2.35% for asset management programs, 1.50% for asset allocation services, and up to 2.5% for third-party management programs. Fees are negotiable.

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

340 South Lowe Avenue, Cookeville, TN, 38501

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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 Activities

Chris is involved in several business activities, including owning personal rental property, working as an Investment Advisor Representative for two firms (CSENGE Advisory Group and COMPASS Advisory Partners), and operating Wakefield Venture Group as a sole proprietorship. These investment-related activities take up nearly all of Chris's time.

Employment History
Current Registrations
Csenge Advisory Group, LLC
June 2022 - Present · 4 yrs 4 mos
Previous Registrations
Lion Street Financial, LLCBroker
June 2022 - February 2025 · 2 yrs 8 mos
Fsc Securities Corporation
February 2020 - June 2022 · 2 yrs 4 mos
Compass Advisory Partners LLC
September 2013 - May 2025 · 11 yrs 8 mos
Fsc Securities CorporationBroker
June 2013 - June 2022 · 9 yrs
State Registrations1 state
TN
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.
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