Cristy Head is a registered investment advisor at Independent Wealth Advisors, LLC, based in Cary, NC, with 5 years of industry experience. Cristy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 258 clients with $200M 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 | 1.25% |
Fees are generally negotiable.
Fee Estimator
Location
167 E. Chatham Street, Suite 300, Cary, NC, 27511
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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
Cristy is involved in several business activities, including Said and Done LLC, real estate rental, and Independent Wealth Advisors LLC. She also works as a personal and professional assistant to elderly clients, providing technical support, bill-payment assistance, and bookkeeping services, dedicating about a quarter of her time to her LPL business.
Employment History
Current Registrations
Independent Wealth Advisors, LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
State Registrations1 state
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