Christina Copeland
Conservest Capital Advisors · Wynnewood, Pennsylvania
Christina Copeland is a fee-only financial advisor at Conservest Capital Advisors in Wynnewood, Pennsylvania. Conservest Capital Advisors reports charging a percentage of assets on its Form ADV.
Request an introduction to Christina →
Who they serve
- Ultra high net worth
- Multi-generational families
- Founders
Facts
| Firm | Conservest Capital Advisors |
|---|---|
| Based in | Wynnewood, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $1.92B across 303 accounts |
| SEC registration | Investment adviser representative in PA · CRD 4134134 |
| Exams passed | Series 63 (2002) · Series 65 (2006) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | conservest.com |
| Profile |
How Christina's firm compares
- Conservest Capital Advisors's average account is about $6.4 million, from its Form ADV (assets managed divided by 303 accounts).
Request an introduction to Christina
Tell Christina a little about what you're looking for. Christina 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 Christina
Is Christina Copeland a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Christina holds no broker registration, and Conservest Capital Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Christina charge for financial advice?
Christina's firm, Conservest Capital Advisors, reports charging a percentage of assets on its SEC Form ADV.
Where is Christina Copeland based?
Christina Copeland is based in Wynnewood, Pennsylvania.
Is Christina Copeland registered with the SEC?
Yes. Christina Copeland is registered as an investment adviser representative in PA (CRD 4134134), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Conservest Capital Advisors manage?
Conservest Capital Advisors reports $1.92B across 303 accounts in assets under management.
How do I contact Christina Copeland?
Through Christina's website, conservest.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
- Conservest Capital Advisors 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.
See something wrong? Request a correction. Read our methodology.