Advisor at Wealth Advisors Group
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Firm
Wealth Advisors Group
Location
Fort Wayne, IN 46845
Credentials
CFP®, Series 63, Series 65
Industry experience
8 years
Christopher Slyby is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Wealth Advisors Group in Fort Wayne, IN. He has been with Wealth Advisors Group since 2014 and previously worked at LPL Financial for three years. Outside of his advisory role, he is involved in financial planning activities through his own entity, C.A. Slyby LLC. Wealth Advisors Group provides financial planning, portfolio management, and consulting services to individuals, high-net-worth clients, small business owners, physicians, retirees, foundations, and charitable organizations. The firm utilizes dynamic risk management and tactical asset allocation, employing mutual funds, ETFs, and individual equities, and incorporates third-party independent managers and technology platforms such as BlackRock’s Aladdin® in its investment process.
Based on Wealth Advisors Group
Based on Wealth Advisors Group
Based on Wealth Advisors Group
Flat fixed rate for financial planning and consulting services (amount varies)
$100,000 - $499,999: 1.50% per year $500,000 - $749,999: 1.25% per year $750,000 - $1,249,999: 1.10% per year $1,250,000 - $3,999,999: 1.00% per year $4,000,000 - $6,999,999: 0.80% per year $7,000,000 - $14,999,999: 0.75% per year $15,000,000+: Negotiable
$200.00 per hour for financial planning and consulting services
Account minimum: $100,000 Fee-only: Financial planning and consulting services at $200.00 per hour or a flat fixed rate
12726 Coldwater Road
Fort Wayne, IN 46845
Indiana
Wealth Advisors Group
2014 - Present (12 years)
Lpl Financial, Llc
2014 - 2017 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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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.
CFP®, Series 63
Fort Wayne, IN
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CFP®, Series 63, Series 65
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Houlihan Asset Management LLC
CFP®, Series 63, Series 65
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Krouse Stureman & Associates, Inc.
CFP®, Series 66
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Gilbert Wealth
CFP®, Series 63, Series 65
Fort Wayne, IN
Bassett Financial Advisors
CFP®, Series 63, Series 66
Fort Wayne, IN
Wise Wealth Management
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