CW
CW

Christopher Willingham

9 Years of Experience

Christopher Willingham is a registered investment advisor at Alphacore Capital LLC, based in Austin, TX, with 9 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 3,372 clients with $9B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
57 advisors
Number of Clients
3,372 clients
Average Client Portfolio
$2.7M average
Assets Under Management
$9.0B

Fee Structure

Minimum Investment:$1M
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.3M1.50%
$1.3M - $5.0M1.00%
$5M+0.75%

Fees are negotiable based on various factors. Clients of acquired firms may have different fee schedules. Some clients may have a fixed percentage fee or a "floating rate" fee schedule.

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

1601 South Mopac Expressway, Ste. D 150, Austin, TX, 78746

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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
Alphacore Capital LLC
April 2025 - Present · 1 yr
Previous Registrations
Callan Capital, LLC
January 2021 - May 2025 · 4 yrs 4 mos
The Ayco Company,l.p.
June 2017 - November 2020 · 3 yrs 5 mos
Mercer Allied Company, L.P.Broker
December 2016 - November 2020 · 3 yrs 11 mos
State Registrations3 states
CATXWI
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.