Christopher DeLeon
Plandeavor · Arlington, Virginia
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.
Request an introduction to Christopher →
Specialties
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 |
| Assets under management | $2.8M across 30 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, VA · CRD 6991153 |
| Exams passed | Series 63 (2020) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.plandeavor.com |
| Profile |
How Christopher's firm compares
- Ongoing planning starts at $4,000 a year, below the Virginia median of $4,992 for fee-only firms that publish prices.
- A one-time plan starts at $500, below the Virginia median of $1,500 for fee-only firms that publish prices.
- The hourly rate is $300, in line with the Virginia median of $325 for fee-only firms that publish prices.
- Plandeavor's average account is about $93,000, from its Form ADV (assets managed divided by 30 accounts).
Request an introduction to Christopher
Tell Christopher a little about what you're looking for. Christopher isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Christopher
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.
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
- Plandeavor 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.
See something wrong? Request a correction. Read our methodology.