Christopher Kaufman
Everest Financial Group · Minneapolis, Minnesota
Christopher Kaufman is a fee-only financial advisor at Everest Financial Group in Minneapolis, Minnesota, who holds the CFP credential. Everest Financial Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Everest Financial Group |
|---|---|
| Based in | Minneapolis, Minnesota |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.00B across 4,505 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MN · CRD 7384006 |
| Exams passed | Series 65 (2021) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.sincerefinancial.com |
How Christopher's firm compares
- Everest Financial Group's average account is about $223,000, from its Form ADV (assets managed divided by 4,505 accounts).
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Questions about Christopher
Is Christopher Kaufman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Christopher holds no broker registration, and Everest Financial Group 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, Everest Financial Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Christopher Kaufman based?
Christopher Kaufman is based in Minneapolis, Minnesota.
What credentials does Christopher Kaufman hold?
Christopher Kaufman holds the CFP credential.
Is Christopher Kaufman registered with the SEC?
Yes. Christopher Kaufman is registered as an investment adviser representative in MN (CRD 7384006), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Everest Financial Group manage?
Everest Financial Group reports $1.00B across 4,505 accounts in assets under management.
How do I contact Christopher Kaufman?
Through Christopher's website, www.sincerefinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Minneapolis
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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