Christopher Preisig
Upstate Financial Planning · Simpsonville, South Carolina
Christopher Preisig is a fee-only financial advisor at Upstate Financial Planning in Simpsonville, South Carolina. Upstate Financial Planning reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Upstate Financial Planning |
|---|---|
| Based in | Simpsonville, South Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $12.4M across 33 accounts |
| SEC registration | Investment adviser representative in SC · CRD 6455091 |
| Exams passed | Series 66 (2015) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Christopher's firm compares
- Upstate Financial Planning's average account is about $376,000, from its Form ADV (assets managed divided by 33 accounts).
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Questions about Christopher
Is Christopher Preisig a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Christopher holds no broker registration, and Upstate Financial Planning 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, Upstate Financial Planning, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Christopher Preisig based?
Christopher Preisig is based in Simpsonville, South Carolina.
Is Christopher Preisig registered with the SEC?
Yes. Christopher Preisig is registered as an investment adviser representative in SC (CRD 6455091), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Upstate Financial Planning manage?
Upstate Financial Planning reports $12.4M across 33 accounts in assets under management.
How do I contact Christopher Preisig?
Contact details aren't on file yet. Search for Upstate Financial Planning.
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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