Christopher David Musick
CM
CFP
Christopher David Musick
CM
CFP

Christopher Musick

8 Years of Experience
Fayetteville, GA

Christopher Musick is a CFP-designated registered investment advisor at Purpose Financial Planning, based in Fayetteville, GA, with 8 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 5 more.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500KIncluded
$500K+0.60%

Investment management services are only offered to clients participating in Ongoing Financial Planning. No additional fee is charged for the first $500,000 of assets under management.

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

Christopher David Musick
CM
Christopher Musick

Location

Fayetteville, GA

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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
Purpose Financial Planning
May 2024 - Present · 2 yrs
Previous Registrations
Osaic Wealth, INC.
November 2023 - December 2023 · 1 mo
Osaic Wealth, INC.Broker
November 2023 - December 2023 · 1 mo
Fsc Securities Corporation
November 2017 - November 2023 · 6 yrs
Fsc Securities CorporationBroker
August 2017 - November 2023 · 6 yrs 3 mos
State Registrations1 state
GA
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.
Christopher David Musick
CM
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Christopher Musick