Christopher Lea
Java Wealth Planning · Lee'S Summit, Missouri
Christopher Lea is a fee-only financial advisor at Java Wealth Planning in Lee'S Summit, Missouri.
- $20M
- Firm assets managed
- $141,000
- Firm's average account
- 2023
- First securities exam
How does Christopher's firm compare?
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Java Wealth Planning's average account is about $141,000, from its Form ADV (assets managed divided by 145 accounts).
Questions about Christopher
Is Christopher Lea a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Christopher Lea holds no broker registration, and Java Wealth Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Christopher Lea charge for financial advice?
Christopher's firm, Java Wealth Planning, reports charging fixed fees on its SEC Form ADV.
Where is Christopher Lea based?
Christopher Lea is based in Lee'S Summit, Missouri.
Is Christopher Lea registered with the SEC?
Yes. Christopher Lea is registered as an investment adviser representative in CA, MO, NY and TX (CRD 8001294), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Java Wealth Planning manage?
Java Wealth Planning reports $20.4M across 145 accounts in assets under management.
How do I contact Christopher Lea?
Through Christopher Lea's website, www.javawealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
The full record
| Firm | Java Wealth Planning |
|---|---|
| Based in | Lee'S Summit, Missouri |
| Fee model (firm's Form ADV) | Fixed fees |
| Assets under management | $20.4M across 145 accounts |
| SEC registration | Investment adviser representative in CA, MO, NY, TX · CRD 8001294 |
| Exams passed | Series 65 (2023) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.javawealth.com |
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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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