Christopher Wentzien
Christopher Wentzien is a CFP-designated registered investment advisor at Natural Bridges Financial Advisors, based in Santa Cruz, CA, with 12 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 80 clients with $160M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Natural Bridges Financial Advisors offers comprehensive financial planning for a fixed annual fee ranging from $12,000 to $50,000, payable quarterly. This includes scheduled meetings and consultations throughout the year covering various financial topics.
Contact
Christopher Wentzien
Location
627 Center Street, Santa Cruz, CA, 95060
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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 →Employment History
Current Registrations
Natural Bridges Financial Advisors
Previous Registrations
Founders Financial Network, LLC
Founders Financial Network
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.
Exams
Additional Information
If you're like most people, you have several pieces of your financial plan in place - you pay taxes, invest in the market, have some insurance, and maybe have an estate and retirement plan. However, it's likely that each of these pieces was developed independently and at different times of your life. It's also likely that you've never had all the pieces reviewed by someone who wasn't trying to sell you something. Is it any surprise that you wonder whether you're on the right path and making the best possible progress? Natural Bridges Financial Advisors can help you address those concerns. Working together, we can reduce your financial worry and build for you a more secure, enjoyable future.