CO
CFP
CO
CFP

Christopher Oden

8 Years of Experience
Charlotte, NC
BrokerSells Insurance

Christopher Oden is a CFP-designated registered investment advisor at Arkadios Wealth Advisors, based in Charlotte, NC, with 8 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 12,091 clients with $3.9B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
209 advisors
Number of Clients
12,091 clients
Average Client Portfolio
$319K average
Assets Under Management
$3.9B

Fee Structure

Minimum Investment:$50K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$125
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.00%
$250K - $500K1.75%
$500K+1.50%

Existing clients may have different fee schedules based on agreements prior to March 2021. Clients at NFS will be charged a minimum fee of $10.42 monthly. Fees may be negotiable.

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

6101 Carnegie Blvd, Suite 350, Charlotte, NC, 28209

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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 is a financial advisor and independent contractor for SouthPark Capital, dedicating about a quarter of his time. He also works full-time as a financial advisor/consultant for George Terlizzi, Inc, advising retail investment and insurance clients.

Employment History
Current Registrations
Arkadios CapitalBroker
September 2024 - Present · 1 yr 8 mos
Arkadios Wealth Advisors
September 2024 - Present · 1 yr 8 mos
Previous Registrations
Vanguard Marketing CorporationBroker
September 2017 - August 2024 · 6 yrs 11 mos
Vanguard Advisers, INC.
September 2017 - August 2024 · 6 yrs 11 mos
State Registrations8 states
FLILKSKYNCNYSCTX
AdvisorBrokerBoth

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.