Christopher Lea is a registered investment advisor at Java Wealth Planning, based in Lee's Summit, MO, 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 Business Owners, Corporate Executives, Education Planning, Estate Planning, and 6 more. Their firm serves 31 clients with $20M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment management is included as part of Java Wealth Planning's ongoing comprehensive planning service, called Full Stack Support. The annual fee depends on the size of your total investment portfolio:
- Portfolios up to $2,000,000 — $9,000 per year
- Portfolios from $2,000,001 to $4,000,000 — $15,000 per year
- Portfolios over $4,000,000 — Custom quote available upon request
There is also an initial setup fee ranging from $1,800 to $4,000 due at the start of the engagement. Additional fees may apply if you have complex equity compensation, such as stock options or restricted stock units.
Location
Lee's Summit, MO
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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.
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Christopher is a member of New Star Martial Arts LLC, spending about 10-20% of his time teaching classes and maintaining financial books. He also works as Worship Arts Director & Executive Director of Finance at Lakeland Community Church, dedicating over half of his time to this role.
Employment History
Current Registrations
Java Wealth Planning
State Registrations4 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
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