Christman Financial Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$35,793,479
Total clients
84
19% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
84
Average account size
$426,113
Client services
Fee options
Comprehensive Wealth Management fixed fees starting at $4,800 annually for up to $500,000 AUM, scaling up with set fees to $26,400 for $4.5 million AUM and negotiable above; Financial Fundamentals onboarding fees of $300 single/$500 couple
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.75% $2,000,001 - $5,000,000: 0.50% $5,000,001+: 0.25%
$150 per hour for financial planning
Minimum fee: Minimum fee of $1,800 for singles (plus $300 onboarding); $3,000 for couples (plus $500 onboarding) under Financial Fundamentals Package Fee-only: Financial planning hourly rate of $150; Financial Fundamentals Package with onboarding fees ($300 single, $500 couple) and monthly fees ($150 single, $250 couple)
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Christman Financial Advisors LLC
Macungie PA, United States
Number of offices
1
Forms ADV
Quick links
Advisors at this firm
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