Christopher Investment Advisors fees and pricing

Financial planner in Beverly, Massachusetts. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 23, 2026, Christopher Investment Advisors charges $150 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 23, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $150/hr; “These services are provided on a basis of a $150/hour fee.”

Payment and refund terms, quoted from the fee section of the brochure.

“Clients are invoiced for a three or, if desired, a six-month period when investment management services are rendered.”
“Services not rendered for a full three or six month period will be calculated on a pro-rata basis.”
“Fees will not be received from clients more than six months in advance.”

Its hourly rate of $150 is below the Massachusetts median of $300. 4% of the 183 other Massachusetts planners that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Credentials named in the brochure: CFP®.
Registered as an adviser: 2012 (14 years).

How the firm is paid: Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 0.75% a year
Minimum: $250 minimum fee (stated in brochure)
Employees: 1
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $2,163,534
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 165611
Phone: (978) 927-0408

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.