Advisor at First Wealth Advisory, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
First Wealth Advisory, Inc.
Location
St. Charles, IL 60175
Credentials
Series 65
Industry experience
11 years
Christopher Delarme is a financial advisor at First Wealth Advisory, Inc. in St. Charles, IL, with 11 years of industry experience. He holds a Series 65 designation and has previously worked at Red Oak Capital Management, Hayden Royal, and Great Lakes Wealth Management and Advisory Partners. He is also a licensed insurance agent. First Wealth Advisory serves individual and institutional clients, including high-net-worth individuals, trusts, pension plans, and charitable organizations. The firm offers discretionary portfolio management and written financial planning, combining quantitative and qualitative analysis to build portfolios with ETFs, mutual funds, individual securities, and option strategies.
Based on First Wealth Advisory, Inc.
Based on First Wealth Advisory, Inc.
Financial planning fixed fees typically range from $1,000 to $2,500; $500 flat annual fee for 401(k) plan review
Up to 2.5% annually
Commission-based accounts available through broker-dealers for IRA rollovers
$200 per hour for standalone financial planning
40 W222 La Fox Road, Suite F1
St. Charles, IL 60175
Illinois
Red Oak Capital Management, Llc
2018 - 2023 (5 years)
Hayden Royal, Llc
2018 - 2019 (1 year)
Great Lakes Wealth Management And Advisory Partners
2014 - 2018 (4 years)
First Wealth Advisory, Inc
2014 - Present (12 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, CPA, RICP®
Naperville, IL
NexJenn Financial Services
I believe that everyone should have access to a professional advisor who understands their needs and can help them achieve the lifestyle they desire. As a financial advisor, I am dedicated to learning about your personal goals and using them to build a retirement plan tailored to your unique situation. NexJenn Financial Services was founded in response to the demand for financial planning from my tax clients. Often squeezed between spending for their kids’ education, caring for an elderly relative and saving for their own retirement, many were anxious about their financial future. I have enjoyed helping my clients find a balance and focus on building a strong financial future. I am a CPA® and CERTIFIED FINANCIAL PLANNER Professional®, as well as a Retirement Income Certified Professional®. Additionally, I am a member of the National Association of Personal Financial Advisors and the XY Planning Network. In my spare time, my husband and I volunteer at a homeless shelter. I also love to bike and travel and am an aspiring photographer. I have been married for 30 years and together with my awesome husband, we’ve raised three awesome kids.
CFP®
Naperville, IL
Heritage Drive Wealth Management LLC
CFP®, Series 63, Series 65
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Series 66
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Retirement Portfolio Partners
Series 63, Series 66
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CFP®, Series 66
Elgin, IL
Monotelo Wealth Partners
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