CP
CP

Christopher Pinkstaff

5 Years of Experience
Whittier, CA

Christopher Pinkstaff is a registered investment advisor at Edelman Financial Engines, based in Whittier, CA, with 5 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,281,720 clients with $290B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
676 advisors
Number of Clients
1,281,720 clients
Average Client Portfolio
$229K average
Assets Under Management
$292.9B

Fee Structure

Minimum Investment:$5K
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $400K1.75%
$400K - $750K1.25%
$750K - $1.0M1.00%
$1.0M - $3.0M0.75%
$3.0M - $10.0M0.60%
$10.0M - $25.0M0.50%
$25M+Included

Fees are negotiable for accounts over $25,000,000. Clients referred by the Engagement Center may receive a discount. Edelman Financial Engines employees and their spouses/households are also eligible for a discounted fee.

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

Whittier, CA

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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
Edelman Financial Engines
August 2025 - Present · 8 mos
Previous Registrations
J.P. Morgan Securities LLC
January 2023 - March 2025 · 2 yrs 2 mos
J.P. Morgan Securities LLCBroker
January 2023 - March 2025 · 2 yrs 2 mos
Goldman Sachs & CO. LLCBroker
January 2021 - November 2022 · 1 yr 10 mos
Goldman Sachs Ayco Personal Financial Management
July 2020 - November 2022 · 2 yrs 4 mos
Mercer Allied Company, L.P.Broker
May 2020 - January 2021 · 8 mos
State Registrations2 states
CATX
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 Pinkstaff - Financial Advisor | TrueAdvisor