Chris Dudley is a CFP-designated registered investment advisor at Filigree Wealth Advisors, LLC, based in Sisters, OR, with 15 years of industry experience. Chris operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 4 more. Their firm serves 42 clients with $180M in assets under management.
Compensation
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Number of Clients
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Assets Under Management
Fee Structure
The maximum annual fee for investment management will not exceed 0.90%. Fees are billed quarterly based on the average daily value of your account. Fees are negotiable and deducted from client accounts. If you use a third-party investment manager, you'll be charged a separate fee by them, but the combined annual fee from Filigree Wealth Advisors and the third-party manager will not exceed 1.5%.
Location
Sisters, OR
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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.
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Chris is the Interim CEO & Chairman of the Board for Diabetomics, Inc. and Chairman of the Board for Covidyx, Inc., both medical device companies. He also serves as President and Founder of the Chris Dudley Foundation, which supports individuals with Type 1 Diabetes.
Employment History
Current Registrations
Filigree Wealth Advisors, LLC
Previous Registrations
Congress Wealth Management LLC
Congress Wealth Management LLC
Boston Private Wealth
Filigree Advisors
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.