Christopher Lim
Alongside Wealth · Nolensville, Tennessee
Christopher Lim is a fee-only financial advisor at Alongside Wealth in Nolensville, Tennessee, who holds the CFP credential. Christopher focuses on tax planning, estate & legacy planning and retirement planning. Alongside Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Alongside Wealth |
|---|---|
| Based in | Nolensville, Tennessee |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $85.3M across 303 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, LA, TN, TX · CRD 6154172 |
| Exams passed | Series 65 (2013) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.alongsidewealthadvisors.com |
How Christopher's firm compares
- Alongside Wealth's average account is about $281,000, from its Form ADV (assets managed divided by 303 accounts).
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Questions about Christopher
Is Christopher Lim a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Christopher holds no broker registration, and Alongside Wealth 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, Alongside Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Christopher Lim based?
Christopher Lim is based in Nolensville, Tennessee.
What does Christopher specialize in?
Christopher's specialties include tax planning, estate & legacy planning and retirement planning.
What credentials does Christopher Lim hold?
Christopher Lim holds the CFP credential.
Is Christopher Lim registered with the SEC?
Yes. Christopher Lim is registered as an investment adviser representative in CA, LA, TN and TX (CRD 6154172), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Alongside Wealth manage?
Alongside Wealth reports $85.3M across 303 accounts in assets under management.
How do I contact Christopher Lim?
Through Christopher's website, www.alongsidewealthadvisors.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
- Alongside Wealth website : specialties, clients served, and fees, checked October 30, 2026
- 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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