CN
CFP
CN
CFP

Christopher Nadler

13 Years of Experience
Ashland, OH

Christopher Nadler is a CFP-designated registered investment advisor at Whitcomb & Hess, INC., based in Ashland, OH, with 13 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,368 clients with $490M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
1,368 clients
Average Client Portfolio
$359K average
Assets Under Management
$490.7M

Fee Structure

Minimum Annual Fee:$100
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.00%
$500K - $1000K0.80%
$1.0M - $2.0M0.60%
$2.0M - $3.0M0.40%
$3.0M - $5.0M0.30%
$5M+0.20%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1020 Cleveland Avenue, Ashland, OH, 44805

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History

Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
Whitcomb & Hess, INC.
October 2016 - Present · 9 yrs 6 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
November 2014 - September 2016 · 1 yr 10 mos
Raymond James Financial Services, INC.Broker
November 2014 - September 2016 · 1 yr 10 mos
Edward Jones
October 2011 - December 2013 · 2 yrs 2 mos
Edward JonesBroker
July 2011 - December 2013 · 2 yrs 5 mos
State Registrations1 state
OH
Advisor

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
No exam information available for this advisor.