# Christopher DeLeon

> Christopher DeLeon is a fee-only financial advisor at Plandeavor in Arlington, Virginia, who holds the CFP credential. Christopher charges an ongoing planning fee, a one-time planning fee and hourly fees (ongoing planning from $4,000 a year and one-time plans from $500) and focuses on tax planning and retirement planning.

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

## Facts

- **Firm:** Plandeavor
- **Based in:** Arlington, Virginia
- **Fee model:** Ongoing planning fee; One-time planning fee; Hourly
- **Fees (firm's website):** ongoing planning from $4,000 a year; one-time plans from $500; $300 an hour
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $2.8M across 30 accounts
- **Credentials:** CFP
- **Specialties:** Tax planning, Retirement planning
- **CRD:** 6991153 (https://adviserinfo.sec.gov/individual/summary/6991153)
- **SEC registration:** Investment adviser representative in FL, VA
- **Exams passed:** Series 63 (2020)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** https://www.plandeavor.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Christopher holds no broker registration, and Plandeavor 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 an ongoing planning fee, a one-time planning fee and hourly fees.

### How much does Christopher charge?

According to Plandeavor's website, checked October 30, 2026: ongoing planning from $4,000 a year; one-time plans from $500; $300 an hour.

### Where is Christopher DeLeon based?

Christopher DeLeon is based in Arlington, Virginia.

### What does Christopher specialize in?

Christopher's specialties include tax planning and retirement planning.

### What credentials does Christopher DeLeon hold?

Christopher DeLeon holds the CFP credential.

### Is Christopher DeLeon registered with the SEC?

Yes. Christopher DeLeon is registered as an investment adviser representative in FL and VA (CRD 6991153), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Plandeavor manage?

Plandeavor reports $2.8M across 30 accounts in assets under management.

### How do I contact Christopher DeLeon?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6991153): 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://www.plandeavor.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.