Christopher Coleman
Fiduciary First Advising · Rochester, New York
Christopher Coleman is a fee-only financial advisor at Fiduciary First Advising in Rochester, New York. Christopher charges a percentage of assets (1% a year on the first tier of assets managed) and focuses on retirement planning.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Fiduciary First Advising |
|---|---|
| Based in | Rochester, New York |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1% a year on the first tier of assets managed |
| Accepting new clients | Yes |
| Assets under management | $19.7M across 95 accounts |
| SEC registration | Investment adviser representative in NY · CRD 7211357 |
| Exams passed | Series 66 (2020) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.fiduciaryfirstadvising.com |
How Christopher's firm compares
- Fiduciary First Advising's average account is about $207,000, from its Form ADV (assets managed divided by 95 accounts).
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Questions about Christopher
Is Christopher Coleman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Christopher holds no broker registration, and Fiduciary First Advising 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 Fiduciary First Advising's website, checked October 30, 2026: 1% a year on the first tier of assets managed.
Where is Christopher Coleman based?
Christopher Coleman is based in Rochester, New York.
What does Christopher specialize in?
Christopher's specialties include retirement planning. Christopher works with retirees and pre-retirees.
Is Christopher Coleman registered with the SEC?
Yes. Christopher Coleman is registered as an investment adviser representative in NY (CRD 7211357), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Fiduciary First Advising manage?
Fiduciary First Advising reports $19.7M across 95 accounts in assets under management.
How do I contact Christopher Coleman?
Through Christopher's website, www.fiduciaryfirstadvising.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
- Fiduciary First Advising 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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