Kristopher Etter
Kristopher Etter is a CFP, ChFC-designated registered investment advisor at Beacon Financial Planners, INC, based in Houston, TX, with 23 years of industry experience. Kristopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 79 clients with $19M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Beacon Financial Planners charges a percentage of the value of your portfolio for investment management. The fee ranges from 0.50% to 1.25% per year and is negotiable based on the size of the account. The fee is calculated and charged at the end of each quarter, based on the average daily balance. You can terminate the agreement with ten days' written notice.
Location
2525 Robinhood St, Suite 210, Houston, TX, 77005
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kristopher is a partner and property manager for Etter Amalgamated, Inc. since 2003, and spends a few hours per week on this. He is also an independent insurance agent and CFP, dedicating about 10-20% of his time, and is involved with Webb & Etter TX, LLC and Perfit Realty, spending minimal time on each.
Employment History
Current Registrations
Beacon Financial Planners, INC
Previous Registrations
Calton & Associates, INC.Broker
Westpark Wealth Advisors
Ims Securities, INC.Broker
Northwestern Mutual Investment Services, LLCBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.