Christopher Long
Intentional Wealth Strategies · Colorado Springs, Colorado
Christopher Long is a fee-only financial advisor at Intentional Wealth Strategies in Colorado Springs, Colorado, who holds the CFP and CFA credentials. Intentional Wealth Strategies reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Intentional Wealth Strategies |
|---|---|
| Based in | Colorado Springs, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $171.3M across 581 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in CO, TX · CRD 5162120 |
| Exams passed | Series 63 (2006) · Series 66 (2007) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | intentionalwealth.com |
| Profile |
How Christopher's firm compares
- Intentional Wealth Strategies's average account is about $295,000, from its Form ADV (assets managed divided by 581 accounts).
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Questions about Christopher
Is Christopher Long a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Christopher holds no broker registration, and Intentional Wealth Strategies 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, Intentional Wealth Strategies, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Christopher Long based?
Christopher Long is based in Colorado Springs, Colorado.
What credentials does Christopher Long hold?
Christopher Long holds the CFP and CFA credentials.
Is Christopher Long registered with the SEC?
Yes. Christopher Long is registered as an investment adviser representative in CO and TX (CRD 5162120), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Intentional Wealth Strategies manage?
Intentional Wealth Strategies reports $171.3M across 581 accounts in assets under management.
How do I contact Christopher Long?
Through Christopher's website, intentionalwealth.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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