Christopher Nalley
CS Advisors · Boca Raton, Florida
Christopher Nalley is a fee-only financial advisor at CS Advisors in Boca Raton, Florida, who holds the CFP credential. Christopher focuses on retirement planning. CS Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | CS Advisors |
|---|---|
| Based in | Boca Raton, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $118.0M across 322 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL · CRD 4945127 |
| Exams passed | Series 63 (2005) · Series 66 (2017) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.csadvisorsinc.com |
How Christopher's firm compares
- CS Advisors's average account is about $367,000, from its Form ADV (assets managed divided by 322 accounts).
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Questions about Christopher
Is Christopher Nalley a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Christopher holds no broker registration, and CS Advisors 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, CS Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Christopher Nalley based?
Christopher Nalley is based in Boca Raton, Florida.
What does Christopher specialize in?
Christopher's specialties include retirement planning.
What credentials does Christopher Nalley hold?
Christopher Nalley holds the CFP credential.
Is Christopher Nalley registered with the SEC?
Yes. Christopher Nalley is registered as an investment adviser representative in FL (CRD 4945127), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does CS Advisors manage?
CS Advisors reports $118.0M across 322 accounts in assets under management.
How do I contact Christopher Nalley?
Through Christopher's website, www.csadvisorsinc.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
- CS Advisors 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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