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Christopher Mettee

11 Years of Experience
Hillsboro, OR

Christopher Mettee is a registered investment advisor at Pace Financial Advisors, based in Hillsboro, OR, with 11 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 1,351 clients with $390M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
1,351 clients
Average Client Portfolio
$289K average
Assets Under Management
$390.1M

Fee Structure

Planning is included in investment management (also available separately)

Pace Financial Advisors charges an annual fee based on the value of your account, ranging from 0.50% to 2.00%. If you choose an investment strategy that uses options, there may be an additional fee of up to 0.25% per year. The firm may choose not to apply their fees to the cash value of your account. Fees are negotiable.

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Location

421 SE Washington Street, Hillsboro, OR, 97123

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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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Other Business Activities

Christopher provides investment advisory services through Pace Financial Advisors, an independent investment advisor firm, since June 2022. He spends about half of his time on this activity.

Employment History
Current Registrations
Pace Financial Advisors
March 2022 - Present · 4 yrs 1 mo
Previous Registrations
LPL Financial LLCBroker
November 2022 - July 2024 · 1 yr 8 mos
Financial Advocates Investment Management
June 2021 - April 2022 · 10 mos
Edward Jones
December 2014 - June 2021 · 6 yrs 6 mos
Edward JonesBroker
November 2014 - June 2021 · 6 yrs 7 mos
State Registrations2 states
ORTX
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.
Christopher Mettee - Financial Advisor | TrueAdvisor