Christopher Jaccard
Financial Alternatives · La Jolla, California
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.
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Facts
| Firm | Financial Alternatives |
|---|---|
| Based in | La Jolla, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $614.8M across 1,258 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in CA, TX · CRD 4381151 |
| Exams passed | Series 65 (1999) |
| Firm size | 13 employees |
| Disclosures | None reported |
| Website | essentialplanners.com |
How Christopher's firm compares
- Financial Alternatives's average account is about $489,000, from its Form ADV (assets managed divided by 1,258 accounts).
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Questions about Christopher
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.
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
- 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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