# Christopher Angle

> Christopher Angle is a fee-only financial advisor at Heritage Capital in Redding, Connecticut. Christopher charges a percentage of assets (a $500,000 asset minimum) and focuses on retirement planning.

Page: https://find.wellspent.co/advisors/christopher-angle/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Heritage Capital
- **Based in:** Redding, Connecticut
- **Fee model:** Percentage of assets
- **Fees (firm's website):** a $500,000 asset minimum
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $146.9M across 137 accounts
- **Specialties:** Retirement planning
- **Works with:** Retirees, Pre-retirees, Divorced individuals
- **CRD:** 3149166 (https://adviserinfo.sec.gov/individual/summary/3149166)
- **SEC registration:** Investment adviser representative in CT
- **Exams passed:** Series 63 (1998), Series 65 (1999)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** http://www.investfortomorrow.com

## Frequently asked questions

### Is Christopher Angle a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Christopher holds no broker registration, and Heritage Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Christopher charge for financial advice?

Christopher charges a percentage of assets.

### How much does Christopher charge?

According to Heritage Capital's website, checked October 30, 2026: a $500,000 asset minimum.

### Where is Christopher Angle based?

Christopher Angle is based in Redding, Connecticut.

### What does Christopher specialize in?

Christopher's specialties include retirement planning. Christopher works with retirees, pre-retirees and divorced individuals.

### Is Christopher Angle registered with the SEC?

Yes. Christopher Angle is registered as an investment adviser representative in CT (CRD 3149166), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Heritage Capital manage?

Heritage Capital reports $146.9M across 137 accounts in assets under management.

### How do I contact Christopher Angle?

Through Christopher's website, www.investfortomorrow.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/3149166): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://investfortomorrow.com/): specialties, clients served, and fees, checked October 30, 2026

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