# Christopher Dion

> Christopher Dion is a fee-only financial advisor at Brockenbrough in Richmond, Virginia, who holds the CFA credential. Christopher focuses on estate & legacy planning, tax planning and family wealth transfer. Brockenbrough reports charging a percentage of assets, fixed fees and performance-based fees on its Form ADV.

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

## Facts

- **Firm:** Brockenbrough
- **Based in:** Richmond, Virginia
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees; Performance-based fees
- **Assets under management (firm):** $5.49B across 568 accounts
- **Credentials:** CFA
- **Specialties:** Estate & legacy planning, Tax planning, Family wealth transfer
- **CRD:** 3254051 (https://adviserinfo.sec.gov/individual/summary/3254051)
- **SEC registration:** Investment adviser representative in VA
- **Firm size:** 31 employees
- **Disclosures:** None reported
- **Website:** http://thebespokestrategies.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Christopher holds no broker registration, and Brockenbrough 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, Brockenbrough, reports charging a percentage of assets, fixed fees and performance-based fees on its SEC Form ADV.

### Where is Christopher Dion based?

Christopher Dion is based in Richmond, Virginia.

### What does Christopher specialize in?

Christopher's specialties include estate & legacy planning, tax planning and family wealth transfer.

### What credentials does Christopher Dion hold?

Christopher Dion holds the CFA credential.

### Is Christopher Dion registered with the SEC?

Yes. Christopher Dion is registered as an investment adviser representative in VA (CRD 3254051), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Brockenbrough manage?

Brockenbrough reports $5.49B across 568 accounts in assets under management.

### How do I contact Christopher Dion?

Through Christopher's website, thebespokestrategies.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/3254051): 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.brockenbroughinc.com/ocio): specialties, clients served, and fees, checked October 30, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.