# Christopher Jaccard

> Christopher Jaccard is a fee-only financial advisor at Financial Alternatives in La Jolla, California, who holds the CFP and CFA credentials. Financial Alternatives reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/christopher-jaccard/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Financial Alternatives
- **Based in:** La Jolla, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $614.8M across 1,258 accounts
- **Credentials:** CFP, CFA
- **CRD:** 4381151 (https://adviserinfo.sec.gov/individual/summary/4381151)
- **SEC registration:** Investment adviser representative in CA, TX
- **Exams passed:** Series 65 (1999)
- **Firm size:** 13 employees
- **Disclosures:** None reported
- **Website:** https://essentialplanners.com/

## Frequently asked questions

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

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

### Where is Christopher Jaccard based?

Christopher Jaccard is based in La Jolla, California.

### What credentials does Christopher Jaccard hold?

Christopher Jaccard holds the CFP and CFA credentials.

### Is Christopher Jaccard registered with the SEC?

Yes. Christopher Jaccard is registered as an investment adviser representative in CA and TX (CRD 4381151), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Financial Alternatives manage?

Financial Alternatives reports $614.8M across 1,258 accounts in assets under management.

### How do I contact Christopher Jaccard?

Through Christopher's website, essentialplanners.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4381151): 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

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