Christian Hviid
Concordia Wealth Planning · Powell, Ohio
Christian Hviid is a fee-only financial advisor at Concordia Wealth Planning in Powell, Ohio, who holds the CFA credential. Concordia Wealth Planning reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Christian →
Facts
| Firm | Concordia Wealth Planning |
|---|---|
| Based in | Powell, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $45.4M across 140 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in OH · CRD 4073439 |
| Exams passed | Series 66 (2000) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.concordiawp.com |
How Christian's firm compares
- Concordia Wealth Planning's average account is about $324,000, from its Form ADV (assets managed divided by 140 accounts).
Request an introduction to Christian
Tell Christian a little about what you're looking for. Christian isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Christian
Is Christian Hviid a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Christian holds no broker registration, and Concordia Wealth Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Christian charge for financial advice?
Christian's firm, Concordia Wealth Planning, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Christian Hviid based?
Christian Hviid is based in Powell, Ohio.
What credentials does Christian Hviid hold?
Christian Hviid holds the CFA credential.
Is Christian Hviid registered with the SEC?
Yes. Christian Hviid is registered as an investment adviser representative in OH (CRD 4073439), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Concordia Wealth Planning manage?
Concordia Wealth Planning reports $45.4M across 140 accounts in assets under management.
How do I contact Christian Hviid?
Through Christian's website, www.concordiawp.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
- 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.
See something wrong? Request a correction. Read our methodology.