Chris Brown is a CFP-designated registered investment advisor at Xypn Sapphire, based in Bowling Green, KY, with 3 years of industry experience. Chris operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning, Socially Responsible Investing, and 1 more. Their firm serves 796 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.35% |
| $5.0M - $25.0M | 0.30% |
| $25M+ | 0.25% |
Fees apply to clients of advisors who are current members of XY Planning Network. Members who terminate their network membership experience a 0.05% fee increase. Fees may be negotiable based on anticipated future asset growth and account composition.
Fee Estimator
Contact
Chris Brown
Location
Bowling Green, KY
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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
Chris is employed as a Professor of Finance at Western Kentucky University, taking up most of his time during securities trading hours.
Employment History
Current Registrations
Xypn Sapphire
Previous Registrations
Birdie Retirement Planning
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
I am Chris Brown, an advice-only, fee-only financial planner with a strong desire to help families optimize their financial resources in retirement. I am a CERTIFIED FINANCIAL PLANNER TM professional, specializing in retirement planning. My goal is to provide unbiased advice and education to clients who wouldn’t normally be a good fit to work with a financial planner, due to the requirement to give up control of their investments.
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