Christopher Arena
Clef Financial · Greensboro, North Carolina
Christopher Arena is a fee-only financial advisor at Clef Financial in Greensboro, North Carolina, who holds the CFP credential. Christopher focuses on tax planning. Clef Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Clef Financial |
|---|---|
| Based in | Greensboro, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $3.3M across 7 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NC · CRD 7678390 |
| Exams passed | Series 65 (2023) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.cleffinancial.com |
How Christopher's firm compares
- Clef Financial's average account is about $466,000, from its Form ADV (assets managed divided by 7 accounts).
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Questions about Christopher
Is Christopher Arena a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Christopher holds no broker registration, and Clef Financial 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's firm, Clef Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Christopher Arena based?
Christopher Arena is based in Greensboro, North Carolina.
What does Christopher specialize in?
Christopher's specialties include tax planning.
What credentials does Christopher Arena hold?
Christopher Arena holds the CFP credential.
Is Christopher Arena registered with the SEC?
Yes. Christopher Arena is registered as an investment adviser representative in NC (CRD 7678390), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Clef Financial manage?
Clef Financial reports $3.3M across 7 accounts in assets under management.
How do I contact Christopher Arena?
Through Christopher's website, www.cleffinancial.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
- Clef Financial 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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