Christopher William Bishop
CB
CFP
Christopher William Bishop
CB
CFP

Christopher Bishop

9 Years of Experience
Salem, VA

Christopher Bishop is a CFP-designated registered investment advisor at Partners in Financial Planning, LLC, based in Salem, VA, 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, Financial Planning & Coaching, Investment Management, Medical Professionals, and 2 more. Their firm serves 389 clients with $780M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
389 clients
Average Client Portfolio
$2.0M average
Assets Under Management
$779.8M

Fee Structure

Planning is included in investment management

PIFP charges an annual retainer fee for investment management services, calculated quarterly. This fee includes both investment advice and ongoing financial planning. The total fee typically ranges from 0.25% to 1.00% per year, depending on the size and complexity of the client's accounts, whether tax preparation is involved, whether there are specifically negotiated fees, and whether they are on a historically grandfathered fee schedule. New clients are required to prepay the first three months of fees.

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Christopher William Bishop
CB
Christopher Bishop

Location

421 South College Avenue, Salem, VA, 24153

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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
Partners in Financial Planning, LLC
March 2016 - Present · 10 yrs 2 mos
State Registrations2 states
TXVA
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.
Additional Information

Chris has been part of the Partners in Financial Planning family since 2014. Inspired after leading a number of financial education classes, he decided to make a career change to financial planning after 17 years in the Information Technology industry. Chris has appeared on the local TV station WDBJ7 and referenced in local publications such as The Roanoke Times and The Renewanation Review discussing various financial topics. Additionally, Roanoke Catholic and Renewanation have recognized him for his involvement in the Virginia Education Improvement Scholarships Tax Credit Program. He holds a Bachelor of Science in Business Information Technology from Virginia Tech. Chris enjoys teaching young people at his church and being active in his son’s soccer teams.  Chris and his wife enjoy visiting historic places such as presidential homes and his favorite place to be on vacation is anywhere with a beach.

Christopher William Bishop
CB
Contact
Christopher Bishop