Christopher McBee
Avion Wealth · The Woodlands, Texas
Christopher McBee is a fee-only financial advisor at Avion Wealth in The Woodlands, Texas, who holds the CFP credential. Christopher focuses on founders (pre-exit), pension planning and retirement planning. Avion Wealth reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Executives
- Founders
- Tech employees
Facts
| Firm | Avion Wealth |
|---|---|
| Based in | The Woodlands, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $984.6M across 1,702 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 5651350 |
| Exams passed | Series 66 (2009) |
| Firm size | 15 employees |
| Disclosures | None reported |
| Website | avionwealth.com |
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Questions about Christopher
Is Christopher McBee a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Christopher holds no broker registration, and Avion 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, Avion Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Christopher McBee based?
Christopher McBee is based in The Woodlands, Texas.
What does Christopher specialize in?
Christopher's specialties include founders (pre-exit), pension planning, retirement planning, estate & legacy planning and small business owners. Christopher works with executives, founders and tech employees.
What credentials does Christopher McBee hold?
Christopher McBee holds the CFP credential.
Is Christopher McBee registered with the SEC?
Yes. Christopher McBee is registered as an investment adviser representative in TX (CRD 5651350), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Avion Wealth manage?
Avion Wealth reports $984.6M across 1,702 accounts in assets under management.
How do I contact Christopher McBee?
Through Christopher's website, avionwealth.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
- Avion 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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