Christopher Lis is a registered investment advisor at Fox Wealth Strategies, based in Claremont, CA. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more.
Compensation
Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only
Fee Structure
- Comprehensive financial plans — $1,000–$3,000, covering retirement, tax planning, HSAs/ESAs, and insurance analysis. Plans typically require 6–15 hours to complete.
- Targeted advice — $160–$300 per hour, billed in 15-minute increments, for advice on topics like HSA contributions or retirement planning. Estimated cost: $120–$600 per engagement.
One-Time Plan:$1,000 - $3,000
Hourly Rate:$160 - $300/hr
Loading...
Location
Claremont, CA
Get directionsHistory
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.
Learn about disclosures →Employment History
Current Registrations
Fox Wealth Strategies
June 2025 - Present · 11 mos
State Registrations1 state
CA
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.