Advisor at Van Ray Wealth Management
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
Van Ray Wealth Management
Location
Edmonds, WA 98020
Credentials
Series 65, Series 66
Industry experience
6 years
Christopher Files is a financial advisor at Van Ray Wealth Management in Edmonds, WA, with six years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Van Ray Wealth Management since 2019. Files also manages an insurance brokerage, the Van Winkle Agency, where he serves as an insurance brokerage manager and agent. Van Ray Wealth Management serves individual and high-net-worth clients, retirement plans, corporations, and charitable entities. The firm provides portfolio management, comprehensive financial planning, and retirement-plan consulting through a small team model, focusing on strategic asset allocation with both discretionary and non-discretionary management.
Based on Van Ray Wealth Management
Based on Van Ray Wealth Management
Comprehensive financial planning fixed fees range from $1,000 to $5,000; ongoing financial advising fixed fees $1,000 to $2,400 annually.
$0 - $500,000: 1.00% $500,001 - $3,000,000: 0.75% $3,000,001 - $5,000,000: 0.50% $5,000,001 - $10,000,000: 0.40% $10,000,001+: Negotiable
$200 per hour for financial planning and reviews; negotiable.
Fee-only: Comprehensive financial planning fixed fees range from $1,000 to $5,000; hourly fee $200 per hour; ongoing financial advising fixed fees $1,000 to $2,400 annually.
120 West Dayton Street, Suite B 6
Edmonds, WA 98020
Washington
Van Ray Wealth Management
2019 - Present (7 years)
Van Winkle Agency
2011 - Present (15 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.
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