Advisor at Tactical Tax Wealth Management
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Firm
Tactical Tax Wealth Management
Location
Phoenix, AZ 85028
Credentials
Series 63, Series 65
Industry experience
8 years
Christopher Toward is a financial advisor at Tactical Tax Wealth Management with eight years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Tactical Tax Wealth Management, he worked at The Vanguard Group, Inc. for nine years and has operated several self-employed ventures. Outside of financial advising, Toward is the owner and CEO of GoodPoints, LLC, a volunteer development organization, and also provides dog sitting services. Tactical Tax Wealth Management is a state-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, pension plans, and businesses. The firm offers discretionary investment management alongside financial planning and coordinates tax and estate planning, managing approximately $7.4 million in client assets. Its investment approach includes long-term strategies using fundamental and technical analysis, with flexibility for shorter-term trades and the use of hedging tools.
Based on Tactical Tax Wealth Management
Based on Tactical Tax Wealth Management
Based on Tactical Tax Wealth Management
Fixed fees may range from $1,000 to $10,000 per project depending on service complexity.
$0 - $500,000: Negotiated rate as per Investment Management Agreement $500,000 - $1,000,000: Negotiated rate as per Investment Management Agreement $1,000,000 - $2,000,000: Negotiated rate as per Investment Management Agreement $2,000,000 - $3,000,000: Negotiated rate as per Investment Management Agreement $3,000,000+: Negotiated rate as per Investment Management Agreement
Certain Financial Advisors receive commissions from insurance product sales; commissions vary and do not offset advisory fees.
Hourly rates generally range from $150 to $250 per hour.
Minimum fee: Some Financial Advisors establish minimum fees; total fee not to exceed 2.00% annually depending on account size and minimum annual fee. Fee-only: Fixed fees ranging from $1,000 to $10,000 per project; hourly fees from $150 to $250 per hour.
2990 E. Northern Avenue, Suite D106
Phoenix, AZ 85028
Arizona
Tactical Tax Wealth Management
2026 - Present (1 year)
Self-Employed
2024 - 2024 (1 year)
Self-Employed
2022 - Present (4 years)
Self-Employed
2020 - 2023 (3 years)
Mandell Experiences
2018 - 2020 (2 years)
Castelazo Content
2017 - 2019 (2 years)
The Vanguard Group, Inc.
2016 - 2025 (9 years)
Impress Labs
2016 - 2016 (1 year)
Your Signature Resume
2015 - 2018 (3 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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Series 65
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