Advisor at Advisory Alpha, LLC
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
Advisory Alpha, LLC
Location
Holland, MI 49423
Credentials
Series 66
Industry experience
24 years
Fixed fees generally range from $1,000 to $10,000 for certain specialty solutions and financial planning services
0.10% to 1.70% depending on services provided; average asset-based fee will not exceed 1.70%
Investment advisor representatives may accept compensation for sale of securities or insurance products (commissions and other payments) independent of advisory fees
Hourly fees between $50 and $400 per hour for certain specialty solutions and financial planning services
Minimum fee: May be implemented or waived at the discretion of the investment advisor representative; fully disclosed in advisory agreement Fee-only: Financial planning and specialty solutions charged on hourly or fixed fee basis; hourly fees range from $50 to $400 per hour; fixed fees generally range from $1,000 to $10,000; fees negotiable and outlined in advisory agreement
Advisory Alpha, LLC
2023 - Present (3 years)
Ascutney Financial Group
2019 - Present (7 years)
The Patriot Financial Group
2019 - 2023 (4 years)
National Life Group
2014 - 2019 (5 years)
Equity Services, inc.
2014 - 2019 (5 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.
CFP®, Series 66
Springfield, VT
Edward Jones
Series 63, Series 66
Quechee, VT
Merrill
Christopher Bunnell is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been with Merrill Lynch since 2010 and brings over 20 years of experience in the financial services industry. Christopher specializes in areas including divorce transition planning, education planning, family wealth management strategies, managing new wealth, personal retirement planning, tax minimization, and retirement income. Christopher holds a Bachelor of Science degree in Finance from the University of Vermont and earned his Master of Business Administration from Boston University. He is a CERTIFIED FINANCIAL PLANNER® professional, designated by the Certified Financial Planner Board of Standards, Inc., and also holds the Certified Plan Fiduciary Advisor® designation. Additionally, he carries the Personal Investment Advisor and Retirement Benefits Consultant professional designations. Outside of his professional role, Christopher is actively involved in organizations such as the Quechee Ski Team and The Quechee Club. He enjoys adventure sports including golfing, running, and skiing. He spends personal time with his wife, Liz, their three sons—Topher, George, and Ford—and their golden retriever, Bogey, particularly in Vermont.
CFP®, Series 66
Claremont, NH
Edward Jones
CFP®, Series 63, Series 65, Series 66
White River Junction, VT
Fenwick Investments, Llc
Series 65
West Lebanon, NH
Round Table Investment Management, LLC
CFP®, Series 65
Plymouth, CA
The Wealth Conservatory
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