CB
CFP
CB
CFP

Christopher Bonham

11 Years of Experience
Manassas, VA
Broker

Christopher Bonham is a CFP-designated registered investment advisor at First Command Advisory Services, based in Manassas, VA, with 11 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, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 113,591 clients with $24B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1015 advisors
Number of Clients
113,591 clients
Average Client Portfolio
$215K average
Assets Under Management
$24.4B

Fee Structure

Minimum Investment:$20K

First Command offers investment management through its Asset Management Solutions (AMS) program. If you participate in the AMS program, First Command will manage and periodically rebalance your account assets consistent with the asset allocation for your chosen model portfolio. First Command and your Advisor will each share a portion of the wrap fee charged to you for your participation in the AMS program. First Command does not monitor AMS accounts on an individual basis.

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Location

7960 Donegan Drive Ste 228, Manassas, VA, 20109

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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

Christopher is the owner of CGB Financial since January 2024, but it is not currently used for any business activities. He dedicates minimal time to this business.

Employment History
Current Registrations
First Command Advisory Services
December 2015 - Present · 10 yrs 5 mos
First Command Brokerage Services, INC.
July 2014 - Present · 11 yrs 10 mos
First Command Brokerage Services, INC.Broker
July 2014 - Present · 11 yrs 10 mos
Previous Registrations
First Command Financial Planning, INC.
September 2014 - December 2015 · 1 yr 3 mos
State Registrations16 states
ALAZDCDEFLHIMDMONHNVOHPASCTXVAWV
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.