Christina Empedocles is a CFP-designated registered investment advisor at Insight Personal Finance, based in San Francisco, CA, with 8 years of industry experience. Christina operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Divorce Planning, Education Planning, Estate Planning, and 7 more. Their firm serves 10 clients with $5.9M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Insight Personal Finance refers clients to Focus Partners for investment management. Insight is compensated from the advisory fee deducted by Focus Partners. Investment advisory fees range from 0.75% to 1.5% annually, based on account size, service level, and agreements with existing clients. New clients with lower account balances may be subject to fees at the higher end of the range (up to 1.5%). Fees are negotiable and paid quarterly in advance.
Contact
Christina Empedocles
Location
San Francisco, CA
Get directionsHistory
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
Christina is the Founder of Smartly Collective Services, a personal finance educational company. This activity takes about 10-20% of her time.
Employment History
Current Registrations
Insight Personal Finance
State Registrations2 states
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
Additional Information
As a fee-only, fiduciary financial planner and investment advisor with over a decade of experience and thousands of client conversations, Christina combines technical expertise with a practical understanding of how financial decisions shape everyday life.