Christian Welborn is a registered investment advisor at First Financial Consulting, based in Pasadena, CA, with 10 years of industry experience. Christian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 643 clients with $760M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The typical percentage fee is 1.00% annually, ranging between 0.40% and 1.50% based on asset type, complexity, and expected cash flows. Fees can also be charged on an hourly or flat-fee basis.
Fee Estimator
Location
517 South Lake Avenue, Pasadena, CA, 91101
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Christian works in a marketing support position for Salted Stone since July 2017. This activity is not investment-related and has flexible hours.
Employment History
Current Registrations
First Financial Consulting
Previous Registrations
AXA Advisors, LLCBroker
State Registrations1 state
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
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