Andrew Christakos
Christakos Financial · Cranford, New Jersey
Andrew Christakos is a fee-only financial advisor at Christakos Financial in Cranford, New Jersey. Andrew focuses on retirement planning, tax planning and family wealth transfer. Christakos Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Christakos Financial |
|---|---|
| Based in | Cranford, New Jersey |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $91.6M across 197 accounts |
| SEC registration | Investment adviser representative in NJ · CRD 5943206 |
| Exams passed | Series 63 (2015) · Series 65 (2016) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.christakosfinancial.com |
| Profile |
How Andrew's firm compares
- Christakos Financial's average account is about $465,000, from its Form ADV (assets managed divided by 197 accounts).
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Questions about Andrew
Is Andrew Christakos a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Andrew holds no broker registration, and Christakos Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Andrew charge for financial advice?
Andrew's firm, Christakos Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Andrew Christakos based?
Andrew Christakos is based in Cranford, New Jersey.
What does Andrew specialize in?
Andrew's specialties include retirement planning, tax planning and family wealth transfer. Andrew works with multi-generational families.
Is Andrew Christakos registered with the SEC?
Yes. Andrew Christakos is registered as an investment adviser representative in NJ (CRD 5943206), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Christakos Financial manage?
Christakos Financial reports $91.6M across 197 accounts in assets under management.
How do I contact Andrew Christakos?
Through Andrew's website, www.christakosfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Christakos Financial website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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