Christian Curry Batchelder, CFP
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$96,000,000
Clients
30
100% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
30
TypicalAverage account size
$3,200,000
About
The firm serves individuals, families, personal trusts and estates and provides comprehensive financial planning and ongoing discretionary investment management. It operates as a fee‑only advisor and implements tailored asset allocations and portfolio oversight for client accounts.
The firm follows a proprietary, high‑touch service model that emphasizes discovery, manager selection, and continuous monitoring, typically placing client assets in diversified mutual funds selected for qualitative and quantitative factors. Its planning process explicitly addresses behavioral and emotional aspects of money, including attitudes toward wealth and legacy, alongside conventional analyses of net worth, cash flow, taxes, and risk tolerance.
Distinctive features include a relatively small client roster (around 30 households) with approximately $96 million in discretionary assets, and the firm does not serve individual clients who are not high‑net‑worth. The firm also requires clients to custody accounts with its recommended custodian and to grant limited trading authority, and it has operated continuously since the early 1990s.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Income planning
College savings (529s, UTMA, etc.)
Real estate investing
Fee options
$0 - $499,999: 1.00% $500,000 - $1,999,999: 0.75% $2,000,000+: 0.50%
Fee-only: Fee-only advisor; no commissions or other compensation
Main office location
Christian Curry Batchelder, CFP
Oakland CA, United States
Number of offices
1
Most active in
Christian Curry Batchelder, CFP has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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