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Christopher Nibley

1 Year of Experience
Heber, UT

Christopher Nibley is a registered investment advisor at Nibley Financial LLC, based in Heber, UT, with 1 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 5 clients with $1.2M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
5 clients
Average Client Portfolio
$240K average
Assets Under Management
$1.2M

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.25%
$250K - $1.0M1.00%
$1.0M - $3.0M0.80%
$3M+0.65%

Fees are negotiable based on client type, complexity, and relationship with the advisor.

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

150 N Main St #109, Heber, UT, 84032

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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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Other Business Activities

Christopher is the Owner and Accountant of Nibley Tax and Accounting LLC, and may offer clients advice or products from this activity. He spends nearly full-time engaged in this activity.

Employment History
Current Registrations
Nibley Financial LLC
June 2024 - Present · 1 yr 11 mos
State Registrations1 state
UT
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.