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Christopher Russell

Advisor at Tempus Pecunia

Updated today
Tempus Pecunia logo

Firm

Tempus Pecunia

Location

San Diego, CA

Credentials

CFP®, Series 65

Industry experience

10 years

About

Christopher Russell is a CFP® and Series 65-registered financial advisor with 10 years of industry experience. He has been with Tempus Pecunia since 2019 and previously worked at GreenGrowth CPAs and Pure Financial Advisors, Inc. Outside of his advisory role, he serves as President of 1789 West, a business consulting firm for small and mid-size companies. Tempus Pecunia is an independent investment adviser managing approximately $18.8 million for a small client base. The firm offers tailored portfolio management and financial planning services to individuals, charitable organizations, corporations, and employer plan sponsors, with a focus on passive, low-cost portfolios and employee benefit plan consulting.

Client services

Based on Tempus Pecunia

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Tempus Pecunia

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Business ownership considerations General estate planning guidance

Fee options

Fixed

Project-Based Financial Planning fixed fees range from $2,500 to $25,000, negotiable; upfront fee for Comprehensive Financial Planning minimum $1,000; ongoing annual fee $2,500 - $25,000 depending on complexity and needs

Percentage

1.00% annually flat fee for all account values, negotiable

Project-based

$250 - $400 per hour for Project-Based Financial Planning, negotiable

Location

San Diego, CA

Most active in

California

Work history

Tempus Pecunia

2019 - Present (7 years)

GreenGrowth CPAs

2017 - 2018 (1 year)

Unemployed

2017 - 2017 (1 year)

Pure Financial Advisors, Inc.

2016 - 2017 (1 year)

Unemployed

2016 - 2016 (1 year)

Disclosures

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

Business activities & affiliations

Grant K

Series 7, Series 66

La Mesa, CA

OSAIC

Grant Knox has been a Financial Advisor since 1994 and holds the following registrations and licenses: General Securities, California Life and Health Insurance, and California Real Estate and Mortgage Lending. A Southern California native, Grant excels at strategies for financial health and wealth that are attainable and effective. He is passionate about helping others achieve financial success and exceed their goals. He is a certified Kingdom Advisor, able to offer counsel on the integration of a Biblical worldview into financial practices. He holds the Certified Plan Fiduciary Designation (CPFA), designating expertise in company retirement plans. He holds a Bachelors degree from Evangel University and a D.Min. from Summit Bible College. Grant lives in La Mesa with his wife, Nicole and their son Noah. He loves to travel, active in his church, is a voracious reader and an avid soccer fan, having played on and managed recreational soccer teams for over 30 years.

General retirement planning Life insurance needs analysis College savings (529s, UTMA, etc.) Retirement plans for business owners (SEP, solo 401k) Wealth management Retired Self-Employed Approaching retirement Mid-Career Professionals
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Scott S

Series 63, Series 65

San Diego, CA

Conscious Investment Services, LLC

Options & derivatives strategies Active portfolio management Real estate investing Tax-loss harvesting
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Lee T

Series 65

San Diego, CA

HEDGEWISE

Active portfolio management Tax-loss harvesting Options & derivatives strategies
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Kyle T

ChFC®, Series 66

La Mesa, CA

Tweet Management Services, Inc.

General estate planning guidance Cash flow / budgeting
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Rajiv R

Series 63, Series 65

San Diego, CA

Colva Capital LLC

General estate planning guidance Tax strategies for small businesses Wealth management Founder/Business Owner
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Robert L

Series 63, Series 66

San Diego, CA

Torrey Wealth, LLC

General retirement planning Charitable giving & philanthropy College savings (529s, UTMA, etc.) General tax planning Tax-loss harvesting
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