Cherita Church is a CFP-designated registered investment advisor at Financial Advice Center, based in Houston, TX, with 4 years of industry experience. Cherita operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 5 more.
Compensation
Firm Size
IM Fee
Fee Structure
- Modular financial planning — Based on an hourly rate of $295, typically quoted as a flat fee depending on the project scope, with a maximum fee of $10,000 per engagement.
- Real-Time Financial Planning — A one-time 90-minute consultation for a flat fee of $500 to address specific financial planning questions.
Contact
Cherita Church
Location
2929 Allen Parkway, Suite 200, Houston, TX, 77019
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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
Cherita works as an Investment Adviser Representative for C&C Financial Advisory dba OSHUN Financial Planning, providing investment advice and financial planning. This activity takes nearly full-time hours.
Employment History
Current Registrations
Financial Advice Center
Origin Investment Advisory LLC
Previous Registrations
Time2plan Financial, LLC
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
Hello, I’m Cherie!
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