CR
ChFC
CR
ChFC

Christopher Reid

8 Years of Experience
Issaquah, WA
2 DisclosuresSells Insurance

Christopher Reid is a ChFC-designated registered investment advisor at Capital Partners Wealth Management, based in Issaquah, WA, 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 Charitable Giving, Divorce Planning, Education Planning, Estate Planning, and 4 more. Their firm serves 84 clients with $29M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
84 clients
Average Client Portfolio
$346K average
Assets Under Management
$29.1M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.35%
$500K - $1.0M1.20%
$1.0M - $3.0M0.95%
$3M+0.70%

Fees are negotiable. For the benefit of discounting your asset-based fee, we will attempt to aggregate accounts for the same individual or two or more accounts within the same household.

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

605 E Sunset Way, Issaquah, WA, 98027

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History

Regulatory History (2)
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Civil
February 2026
Pending
Regulatory
January 2026
Final
Other Business ActivitiesSells Insurance

Christopher is an independent insurance agent with Christopher Reid Financial Inc., dedicating nearly all of his time to this activity. He also serves as a Marine For Life Program Representative with the US Marine Corps, dedicating minimal time.

Employment History
Current Registrations
Capital Partners Wealth Management
January 2018 - Present · 8 yrs 4 mos
Previous Registrations
Cpg Management CO LLC
March 2022 - September 2023 · 1 yr 6 mos
State Registrations1 state
WA
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.