Cherita Church is a CFP-designated registered investment advisor at Financial Advice Center, based in Houston, TX, with 4 years of industry experience. Cherita 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 5 more.
Compensation
Firm Size
IM Fee
Fee Structure
Ongoing financial planning services are provided for a flat annual fee, based on the services provided and the complexity of your situation.
Financial Advice Center offers financial planning services on an hourly basis at $295 per hour, or a flat fee. A $500 deposit is required to begin a financial planning engagement.
Contact
Cherita Church
Location
2929 Allen Parkway, Suite 200, Houston, TX, 77019
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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
Cherita works as an Investment Adviser Representative for C&C Financial Advisory dba OSHUN Financial Planning, providing investment advice and financial planning. This activity takes nearly full-time hours.
Employment History
Current Registrations
Financial Advice Center
Origin Investment Advisory LLC
Previous Registrations
Time2plan Financial, LLC
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
Hello, I’m Cherie!