Christopher Taylor is a registered investment advisor at Core Planning, based in Ofallon, MO, with 5 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 359 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.10% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.35% |
Fee Estimator
Location
706 N Main St, Ofallon, MO, 63366
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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 works full-time as a Financial Analyst for the University of California, Santa Cruz, focusing on budget planning, fiscal analysis, financial reporting, and policy management. He dedicates nearly full-time hours during security trade hours to this role.
Employment History
Current Registrations
Core Planning
Previous Registrations
Edward Jones
Edward JonesBroker
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Edward Jones
Edward JonesBroker
State Registrations2 states
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