Christopher Lea is a registered investment advisor at Java Wealth Planning, based in Lee's Summit, MO, with 1 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, Insurance Planning, and 3 more. Their firm serves 31 clients with $20M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Java Wealth Planning includes investment advisory services as part of their Full Stack Support service. Java Wealth Planning manages investment portfolios based on your individual needs. The annual fee for Full Stack Support, which includes investment management, is a fixed dollar amount based on the complexity of your financial situation:
- $0 - $2,000,000: $9,000/year
- $2,000,001 - $4,000,000: $15,000/year
- Over $4,000,000: Contact Java Wealth for a custom quote
Fees are negotiable and may be adjusted based on additional complexity factors, such as planning needs for equity compensation. A client with stock options will generally incur an additional fee of $1,500/year and a client with restricted stock units will generally incur an additional fee of $600/year.
Location
Lee's Summit, MO
Get directionsHistory
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 is a member of New Star Martial Arts LLC, spending about 10-20% of his time teaching classes and maintaining financial books. He also works as Worship Arts Director & Executive Director of Finance at Lakeland Community Church, dedicating over half of his time to this role.
Employment History
Current Registrations
Java Wealth Planning
State Registrations4 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.