Christopher Felton
Advisor at Your IA, LLC
Updated today
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
Your IA, LLC
Location
Palm Beach Gardens, FL
Credentials
Series 63, Series 65
Industry experience
26 years
About
Christopher Felton is a financial advisor at Your IA, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at various firms including Financial Independence Group, Common Sense Financial, and United Planners. Felton is also an author and speaker, having written two books focused on personal finance and couples’ money management. Your IA, LLC is an SEC-registered advisory firm that provides investment advisory and financial planning services to individuals, families, trusts, institutions, and similar clients. The firm constructs customized portfolios using model strategies and third-party managers, maintaining trading authority even when delegating portfolio management.
Expertise
Based on Your IA, LLC
Wealth management
Active portfolio management
Tax-loss harvesting
Life insurance needs analysis
Fee options
Negotiable fixed fees for standalone financial planning services
$0+: Up to 2.40% maximum annualized advisory fee (total "All In" fee) composed of three components $0+: IAR Fee negotiated between client and IAR, up to 1.20% annually $0+: Model/Strategy Fee ranges from 0.00% to 0.80% annually depending on model/strategy $0+: Platform Fee of 0.40% annually
Negotiable hourly rate for additional personal administrative or special services and financial planning services
Fee-only: Fees based on assets under management, hourly fees, and fixed fees for financial planning services
Location
Palm Beach Gardens, FL
Most active in
Christopher F has reported serving >5 clients in these states in the last 12 months.
Colorado · Florida · Texas · Utah
Work history
Financial Independence Group
2025 - Present (1 year)
Your IA LLC
2025 - Present (1 year)
Common Sense Financial
2025 - Present (1 year)
Power of Zero Seminars
2023 - 2025 (2 years)
United Planners
2023 - 2025 (2 years)
Chris Felton
2023 - Present (3 years)
Summit Global Investments
2023 - 2025 (2 years)
Affiliate Sales
2022 - Present (4 years)
Shaw American
2022 - 2023 (1 year)
Brand Builders Group
2022 - Present (4 years)
Network Referral Group
2022 - 2023 (1 year)
Impact Legacy LLC
2021 - Present (5 years)
TWZ Inc DBA US Processing Solutions
2021 - 2023 (2 years)
College Loan Freedom
2019 - 2025 (6 years)
Xperience
2017 - 2021 (4 years)
MYCORE Benefits
2017 - 2019 (2 years)
Syracuse LLC
2017 - 2022 (5 years)
Colonial LIfe
2017 - 2022 (5 years)
TCM Enterprises
2015 - 2017 (2 years)
Roper Insurance and Financial Services
2015 - 2019 (4 years)
Master Networks
2014 - 2020 (6 years)
247 Properties, LLC
2012 - Present (14 years)
Transamerica Financial Advisors, Inc
2012 - 2023 (11 years)
Chris Felton - Author
2011 - Present (15 years)
Couples Money, LLC
2011 - Present (15 years)
Author
2011 - 2023 (12 years)
Author
2011 - 2023 (12 years)
Jonathan Manske
2010 - 2021 (11 years)
Piper Financial Inc.
2002 - Present (24 years)
WFG
2001 - 2023 (22 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Stacy B
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Joseph L
Series 63, Series 65
Jupiter, FL
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Godwin O
Series 63, Series 65
West Palm Beach, FL
Wintrice Money Advisors, LLC
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