Advisor at Honeygo Financial
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Christopher Yeagle is a financial advisor at Honeygo Financial with eight years of industry experience. He holds the Series 66 designation and previously worked at Merrill Lynch and Life Plan Financial. Yeagle’s background also includes over a decade at TJ Distributors, Inc. Honeygo Financial provides investment management and comprehensive financial planning to individual clients, serving both mass-affluent and high-net-worth households. The firm employs a Modern Portfolio Theory-based approach, primarily using passive strategies with index mutual funds and ETFs, and emphasizes documented investment policies, tax efficiency, and coordination with outside tax and legal professionals.
Based on Honeygo Financial
up to $1,000 upfront fee for initial engagement
$0 - $150,000: up to 2.00% annually (tiered, exact tiers not specified) $150,000+: up to 2.00% annually (tiered, exact tiers not specified)
up to $250 per hour
Account minimum: $10,000
Forest Hill, MD
Maryland · Texas
Honeygo Financial Services, LLC
2020 - Present (6 years)
Life Plan Financial
2019 - 2020 (1 year)
Merrill Lynch, Pierce, Fenner & Smith
2017 - 2019 (2 years)
TJ Distributors, Inc.
2005 - 2017 (12 years)
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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.
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