Christoper Steele
Professional Advisory Services · Vero Beach, Florida
Christoper Steele is a fee-only financial advisor at Professional Advisory Services in Vero Beach, Florida, who holds the CFP credential. Christoper charges a percentage of assets (1% a year on the first tier of assets managed and typically works with clients with $500,000 or more) and focuses on retirement planning.
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Specialties
Facts
| Firm | Professional Advisory Services |
|---|---|
| Based in | Vero Beach, Florida |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1% a year on the first tier of assets managed · Typically works with clients with $500,000 or more |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $1.26B across 1,234 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, FL · CRD 3178381 |
| Exams passed | Series 63 (1999) · Series 65 (1999) |
| Firm size | 13 employees |
| Disclosures | None reported |
| Website | www.pa-services.com |
How Christoper's firm compares
- Professional Advisory Services's average account is about $1.0 million, from its Form ADV (assets managed divided by 1,234 accounts).
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Questions about Christoper
Is Christoper Steele a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Christoper holds no broker registration, and Professional Advisory Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Christoper charge for financial advice?
Christoper charges a percentage of assets.
How much does Christoper charge?
According to Professional Advisory Services's website, checked October 30, 2026: 1% a year on the first tier of assets managed; typically works with clients with $500,000 or more.
Does Christoper work with clients virtually?
Yes. Professional Advisory Services says on its website that it works with clients remotely.
Where is Christoper Steele based?
Christoper Steele is based in Vero Beach, Florida.
What does Christoper specialize in?
Christoper's specialties include retirement planning.
What credentials does Christoper Steele hold?
Christoper Steele holds the CFP credential.
Is Christoper Steele registered with the SEC?
Yes. Christoper Steele is registered as an investment adviser representative in CA and FL (CRD 3178381), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Professional Advisory Services manage?
Professional Advisory Services reports $1.26B across 1,234 accounts in assets under management.
How do I contact Christoper Steele?
Through Christoper's website, www.pa-services.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
- Professional Advisory Services 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.
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