Christopher Picciurro is a PFS-designated registered investment advisor at Cabin Advisors, LLC, based in Overland Park, KS, with 20 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 166 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cabin Advisors offers several investment management programs:
- Rep as Manager Program: Representatives manage accounts individually. Fees are negotiated but cannot exceed 2% annually.
- Monitoring of Investments: Representatives monitor variable annuities, 401(k)s, and other plans. Fees are negotiated but cannot exceed 1.5% annually, plus a quarterly administrative fee of up to $7.25. There may be an additional $25 per quarter for accounts held away.
- Unified Managed Account Program: Representatives provide ongoing investment advice and allocate assets among models, mutual funds, and ETFs. Fees are negotiated but cannot exceed 2% annually, plus a monthly administrative fee of up to $7.25.
Location
6240 W. 135th Street, Suite 214, Overland Park, KS, 66223
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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 Activities
Christopher is involved in several businesses, including Teaching Tax Flow LLC, Integrated Financial Group, Semper Cresente LLC, Portfolio Holdings LLC, Nexus CPA Group, LLC, and Pilot Tax & Accounting PC. Some of these activities are investment-related, while others focus on tax planning, practice management, and accounting.
Employment History
Current Registrations
Cabin Advisors, LLC
Cabin Securities, INC.Broker
Cabin Securities, INC.
Previous Registrations
Center Street Securities, INC.Broker
Center Street Advisors, INC.
Woodbury Financial Services, INC.Broker
Woodbury Financial Services, INC.
Sii Investments, INC.
Sii Investments, INC.Broker
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Equitas America, LLCBroker
State Registrations9 states
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.