# Anna Christakos

> Anna Christakos is a fee-only financial advisor at Christakos Financial in Cranford, New Jersey. Anna 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.

Page: https://find.wellspent.co/advisors/anna-christakos/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Christakos Financial
- **Based in:** Cranford, New Jersey
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $91.6M across 197 accounts
- **Specialties:** Retirement planning, Tax planning, Family wealth transfer
- **Works with:** Multi-generational families
- **CRD:** 3087348 (https://adviserinfo.sec.gov/individual/summary/3087348)
- **SEC registration:** Investment adviser representative in NJ
- **Exams passed:** Series 63 (1998), Series 65 (2008)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** http://www.christakosfinancial.com

## Frequently asked questions

### Is Anna Christakos a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Anna 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 Anna charge for financial advice?

Anna's firm, Christakos Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Anna Christakos based?

Anna Christakos is based in Cranford, New Jersey.

### What does Anna specialize in?

Anna's specialties include retirement planning, tax planning and family wealth transfer. Anna works with multi-generational families.

### Is Anna Christakos registered with the SEC?

Yes. Anna Christakos is registered as an investment adviser representative in NJ (CRD 3087348), 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 Anna Christakos?

Through Anna's website, www.christakosfinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/3087348): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.christakosfinancial.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.