Advisor at Whitcomb & Hess, Inc.
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Firm
Whitcomb & Hess, Inc.
Location
Ashland, OH 44805
Credentials
CFP®, Series 66
Industry experience
13 years
Christopher Nadler is a Certified Financial Planner (CFP®) with 13 years of industry experience. He has been with Whitcomb & Hess, Inc. since 2016 and worked at Raymond James Financial Services from 2014 to 2016. Nadler holds the Series 66 designation. Whitcomb & Hess is a Certified Public Accounting firm and SEC-registered investment adviser offering tax, accounting, management, and investment advisory services to individuals, corporations, trusts, estates, charitable organizations, and retirement plans. The firm integrates CPA and advisory services, providing portfolio management and pension consulting tailored to client objectives and risk profiles.
Based on Whitcomb & Hess, Inc.
Financial planning fixed fees from $250 to $2,500 depending on arrangement
$0 - $499,999: 1.00% annually (Portfolio Management) $500,000 - $999,999: 0.80% annually (Portfolio Management) $1,000,000 - $1,999,999: 0.60% annually (Portfolio Management) $2,000,000 - $2,999,999: 0.40% annually (Portfolio Management) $3,000,000 - $4,999,999: 0.30% annually (Portfolio Management) $5,000,000+: 0.20% annually (Portfolio Management) $0 - $999,999: 0.75% annually (Pension Consulting) $1,000,000 - $1,999,999: 0.50% annually (Pension Consulting) $2,000,000 - $4,999,999: 0.30% annually (Pension Consulting) $5,000,000+: 0.20% annually (Pension Consulting)
Minimum fee: $25 per quarter minimum fee for portfolio management Fee-only: Financial planning fees range from $250 to $2,500 on a fixed fee basis; fees for updates are 30% (annual) or 45% (bi-annual) of initial plan price
1020 Cleveland Avenue
Ashland, OH 44805
Ohio
Whitcomb & Hess, Inc.
2016 - Present (10 years)
Raymond James Financial Services Advisors INC.
2014 - 2016 (2 years)
Raymond james Financial Services, Inc
2014 - 2016 (2 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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
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®, Series 65
Ashland, OH
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Crosby Advisory Group, LLC
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Livelsberger Financial Advisory
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Whitcomb & Hess, Inc.
Series 65
Ashland, OH
Whitcomb & Hess, Inc.
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