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Christopher Ballard

Advisor at Ballard Wealth Management LLC

Updated today

Firm

Ballard Wealth Management LLC

Location

Clermont, FL 34711

Credentials

CFP®, Series 63, Series 65

Industry experience

22 years

About

Christopher Ballard is a CFP® with 22 years of industry experience and is the principal advisor at Ballard Wealth Management LLC. He has been involved with Ballard Wealth Management since 2023 and also operates All Financial Advisory, LLC dba Ballard Financial Group, where he is owner and CEO and manages health and life insurance sales. Prior to focusing on his current firm, he was associated with AE Wealth Management for over a decade. Ballard Wealth Management LLC provides discretionary asset management and financial planning primarily for individual clients, managing approximately $81 million across 281 client relationships. The firm employs third-party sub-advisors for portfolio implementation and integrates a licensed digital platform for estate-planning support, combining fundamental, technical, charting, and cyclical analysis in its investment approach.

Client services

Based on Ballard Wealth Management LLC

Portfolio management Selection of other advisers

Expertise

Based on Ballard Wealth Management LLC

Cash flow / budgeting

Fee options

Fixed

Maximum $250 for estate planning support services for clients with less than $500,000 or complicated plans

Percentage

$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001+: 1.00%

Location

773 W Montrose St

Clermont, FL 34711

Most active in

Florida

Work history

Ballard Wealth Management LLC

2024 - Present (2 years)

Ballard Wealth Management LLC

2023 - Present (3 years)

AE Wealth Management

2016 - Present (10 years)

All Financial Advisory, LLC dba Ballard Financial Group

1998 - Present (28 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Reshell S

CFP®, Series 63, Series 66

Ocoee, FL

AMES Financial Solutions, LLC

Social Security optimization Cash flow / budgeting Debt management College savings (529s, UTMA, etc.)
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Alexander K

Series 63, Series 66

Groveland, FL

Macedon Financial Management, LLC

Annuities Real estate investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Timothy C

CFP®, Series 63, Series 65

Winter Garden, FL

Core Wealth Consultants, LLC

Active portfolio management Real estate investing

Alex A

CFP®

Montverde, FL

Paradox Financial LLC

As a second-generation American, I feel a strong drive to repay my parents for the sacrifices they made to give my brother and I the opportunities they never had. Seeing how hard my parents worked to provide for our family, I became fascinated with all things personal finance at an early age. I named my firm “Paradox” because, despite the fact that financial health is one of the most important things in life, financial education is almost entirely neglected! My passion and curiosity led me to pursue and receive a Bachelor’s in Finance from the University of Florida. From there, I embarked on a nearly decade-long journey as a traditional financial advisor. Along with an amazing team of individuals at Merrill, I worked hard to act in my client’s best interest every step of the way, yet I knew I couldn’t offer my most advanced solutions. The traditional fee-only assets-under-management model of financial advising just didn’t allow for the in-depth, no-stone-left-unturned approach I was looking for. All of that changed when I discovered the model of the advice-only financial advisor, which puts financial planning front and center for a flat fee. My goal is to educate and empower you to achieve your goals, not to manage as many of your assets as possible. This way, you can rest assured that I am incentivized to do what I believe will work best for you, not what will earn me the most fees. We’ll go over everything that contributes to your unique financial picture (that includes things like early retirement strategies, real estate, and familial obligations, to name a few). Along the way, I’ll teach you as much as you want to learn so that you can make informed decisions for yourself moving forward. Financial planning has been my life’s passion, and I’m so grateful to serve my clients. As a fiduciary and a CERTIFIED FINANCIAL PLANNER™ professional, I am committed to creating holistic, sophisticated plans for my clients so they can become financially independent.

Cash flow / budgeting College savings (529s, UTMA, etc.) Retirement income strategy HENRY (High Earners, Not Rich Yet) FIRE (Financial Independence Retire Early) Gen Y/Millennials (Born 1980-1995)
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Douglas H

Series 63, Series 65

Clermont, FL

Pine to Palm Financial, LLC

General retirement planning Income planning
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Philip F

Series 65

Apopka, FL

Polaris Financial Planning, LLC.

Passive / index investing
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