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Christopher Conard

9 Years of Experience
Bedford, NH
Broker

Christopher Conard is a registered investment advisor at Financial Strategies Retirement Partners, based in Bedford, NH, with 9 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, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more.

Compensation
Fixed/Hourly
Firm Size
12 advisors
IM Fee
Planning only

Fee Structure

Financial Strategies Retirement Partners offers financial planning services on an hourly and fixed fee basis. The minimum hourly fee is $250. Fixed fees range from $1,000 to $20,000, depending on the complexity of your situation, time spent, research required, and staff resources. Typically, one-fourth to one-half of the fixed fee is due upfront, with the balance due upon completion of the project.

One-Time Plan:$1,000 - $20,000
Hourly Rate:$250 - $500/hr
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Location

3 Executive Park Drive, Suite 101 & 205, Bedford, NH, 03110

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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 owns multiple rental properties in Amherst and Salem, NH, since 2020. He also owns 7 New Boston Realty, LLC, created to manage real estate, and is an IAR of FSRP offering financial planning services; these activities take minimal time.

Employment History
Current Registrations
Financial Strategies Retirement Partners
January 2024 - Present · 2 yrs 3 mos
Commonwealth Financial Network
November 2023 - Present · 2 yrs 5 mos
Commonwealth Financial NetworkBroker
November 2023 - Present · 2 yrs 5 mos
Previous Registrations
Paychex Securities CorporationBroker
April 2016 - October 2023 · 7 yrs 6 mos
State Registrations3 states
CTDCNH
AdvisorBrokerBoth

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.