Christopher Keeney is a registered investment advisor at The Retirement Smith LLC, based in Fredericksburg, VA, with 7 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, Retirement Planning, Tax Planning.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
IM Fee
Planning only
Fee Structure
- Financial Planning Services - Offered based on an hourly fee of $200 per hour, billed 50% in advance with the balance due upon plan delivery.
- Financial Planning Services - Offered based on a flat fee between $1,400 and $2,100, billed 50% in advance with the balance due upon plan delivery.
One-Time Plan:$1,400 - $2,100
Hourly Rate:$200/hr
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Location
541 William St., Suite B, Fredericksburg, VA, 22401
Get directionsHistory
Regulatory History (1)
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Financial
December 2021Final
Employment History
Current Registrations
The Retirement Smith LLC
June 2023 - Present · 2 yrs 10 mos
Previous Registrations
Saybrus Equity Services, LLCBroker
November 2015 - October 2019 · 3 yrs 11 mos
Newbridge Securities CorporationBroker
June 2013 - October 2013 · 4 mos
State Registrations1 state
VA
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.