Christopher Angle
Heritage Capital · Redding, Connecticut
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.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Divorced individuals
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 |
| Assets under management | $146.9M across 137 accounts |
| SEC registration | Investment adviser representative in CT · CRD 3149166 |
| Exams passed | Series 63 (1998) · Series 65 (1999) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.investfortomorrow.com |
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Questions about Christopher
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.
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
- Heritage Capital 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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