# Chris Woods

> Chris Woods is a fee-only financial advisor at Silvis Financial in Charlotte, North Carolina, who holds the CFP credential. Chris charges an ongoing planning fee (ongoing planning from $3,000 a year) and focuses on retirement planning, equity compensation and estate & legacy planning.

Page: https://find.wellspent.co/advisors/chris-woods/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Silvis Financial
- **Based in:** Charlotte, North Carolina
- **Fee model:** Ongoing planning fee
- **Fees (firm's website):** ongoing planning from $3,000 a year
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $36.8M across 130 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Equity compensation, Estate & legacy planning, Tax planning
- **Works with:** Pre-retirees, Executives
- **CRD:** 3128105 (https://adviserinfo.sec.gov/individual/summary/3128105)
- **SEC registration:** Investment adviser representative in LA, NC, TX, VA
- **Exams passed:** Series 63 (1998)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://silvisfinancial.com

## Frequently asked questions

### Is Chris Woods a fee-only financial advisor?

Yes. Chris Woods is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Chris's firm.

### How does Chris charge for financial advice?

Chris charges an ongoing planning fee.

### How much does Chris charge?

According to Silvis Financial's website, checked October 28, 2026: ongoing planning from $3,000 a year.

### Where is Chris Woods based?

Chris Woods is based in Charlotte, North Carolina.

### What does Chris specialize in?

Chris's specialties include retirement planning, equity compensation, estate & legacy planning and tax planning. Chris works with pre-retirees and executives.

### What credentials does Chris Woods hold?

Chris Woods holds the CFP credential.

### Is Chris Woods registered with the SEC?

Yes. Chris Woods is registered as an investment adviser representative in LA, NC, TX and VA (CRD 3128105), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Silvis Financial manage?

Silvis Financial reports $36.8M across 130 accounts in assets under management.

### How do I contact Chris Woods?

Through Chris's website, silvisfinancial.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/chris-woods-11650): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://silvisfinancial.com/): specialties, clients served, and fees, checked October 28, 2026

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