Christopher Alman is a CFP-designated registered investment advisor at Equip Financial Partners, based in Fairhope, AL, 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 Business Owners, Charitable Giving, Corporate Executives, Estate Planning, and 5 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $20.0M | 0.35% |
| $20M+ | 0.20% |
Investment Management services are only offered to Clients who utilize our Ongoing Financial Planning services or Clients that are a charitable organization or retirement plan sponsor. Fees are negotiable.
Fee Estimator
Location
Fairhope, AL
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 Activities
Christopher is the owner of Equip CFO, a business consulting firm, since October 2023. He provides business consulting and operational support, dedicating about 10-20% of his time to this activity.
Employment History
Current Registrations
Equip Financial Partners
Previous Registrations
Brown Financial Advisory
Charles D. Jones Capital Management, INC.
State Registrations2 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.
Exams
Additional Information
Feel free to connect with me on LinkedIn, check out my educational videos on YouTube, or schedule a free strategy call if you're ready to get started with planning for your future. I look forward to getting to know you!