Chris Woods
Silvis Financial · Charlotte, North Carolina
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.
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Specialties
Who they serve
- Pre-retirees
- Executives
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 |
| Assets under management | $36.8M across 130 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in LA, NC, TX, VA · CRD 3128105 |
| Exams passed | Series 63 (1998) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | silvisfinancial.com |
| Profile |
How Chris's firm compares
- Ongoing planning starts at $3,000 a year, below the North Carolina median of $4,500 for fee-only firms that publish prices.
- Silvis Financial's average account is about $283,000, from its Form ADV (assets managed divided by 130 accounts).
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Questions about Chris
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Silvis Financial website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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