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Christopher Yetter

Clinton, NJ
1 Disclosure

Christopher Yetter is a registered investment advisor at Triad Wealth Partners, LLC, based in Clinton, NJ. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 3,896 clients with $1.5B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
48 advisors
Number of Clients
3,896 clients
Average Client Portfolio
$392K average
Assets Under Management
$1.5B

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Advisory fees vary based on services provided and range up to 2.00% per year. Fees are negotiable.

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

54 Old Highway 22, Suite 222, Clinton, NJ, 08809

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History

Regulatory History (1)
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Financial
May 2024
Final
Employment History
Current Registrations
Triad Wealth Partners, LLC
March 2026 - Present · 7 mos
State Registrations3 states
FLNJPA
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.
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