Christopher Oswalt
Advisor at Fiwheels
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
Fiwheels
Location
Prescott, AZ
Credentials
CFP®, Series 63, Series 65, Series 66
Industry experience
12 years
About
Christopher Oswalt is a CFP® professional with 11 years of experience in the financial services industry. He is the sole advisor at FiWheels, an independent registered investment adviser based in Prescott, AZ. Prior to founding FiWheels, Mr. Oswalt worked at LPL Financial and OneAZ Credit Union. He is also licensed as an insurance agent for commission-free fixed insurance products in Arizona. FiWheels provides investment advisory and financial planning services to individuals, high net worth clients, trusts, and estates. The firm’s investment approach combines quantitative, fundamental, technical, and economic analysis across various securities, managing discretionary portfolios with a focus on income, retirement, and estate planning.
Fee options
$0+: 0.19% annually (Fixed Income Wheel) $0+: 0.49% annually (Asset Allocation Wheel) $0+: 1.99% annually (Trading Wheel)
$399/month (Single), $499/month (Couple), negotiable over $7 million
Location
Prescott, AZ
Most active in
Christopher O has reported serving >5 clients in these states in the last 12 months.
Arizona
Work history
FiWheels LLC
2024 - Present (2 years)
Self Employed
2017 - 2024 (7 years)
OneAZ Credit Union
2016 - 2017 (1 year)
LPL Financial, LLC
2016 - 2017 (1 year)
Unemployed
2016 - 2016 (1 year)
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.
Alan A
CFP®, Series 63, Series 65
Prescott, AZ
Yavapai Financial Planning, L.L.C.
Michael B
Series 63, Series 65
Prescott, AZ
Prescott Investor Services, Inc.
Barbara T
Series 63, Series 65
Prescott, AZ
Tandem Investment Partners, LLC
Irvin B
Series 63, Series 66
Prescott Valley, AZ
New Life Financial LLC
Kimberly H
Series 63, Series 65
Prescott Valley, AZ
New Life Financial LLC
Erica R
CFP®, Series 65
Prescott, AZ
Montoya Wealth Management
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