Christopher Ragain
Sentinel Wealth & Tax · Bonita Springs, Florida
Christopher Ragain is a fee-only financial advisor at Sentinel Wealth & Tax in Bonita Springs, Florida. Christopher charges an ongoing planning fee (ongoing planning from $2,388 a year) and focuses on retirement planning, tax planning and estate & legacy planning.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Sentinel Wealth & Tax |
|---|---|
| Based in | Bonita Springs, Florida |
| Fee model | Ongoing planning fee |
| Fees (firm's website) | Ongoing planning from $2,388 a year |
| Accepting new clients | Yes |
| Assets under management | $34.3M across 49 accounts |
| SEC registration | Investment adviser representative in FL, MO, TX · CRD 4721922 |
| Exams passed | Series 65 (2003) |
| Firm size | 3 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.sentinelwealth.co |
| Profile |
How Christopher's firm compares
- Ongoing planning starts at $2,388 a year, below the Florida median of $4,200 for fee-only firms that publish prices.
- Sentinel Wealth & Tax's average account is about $700,000, from its Form ADV (assets managed divided by 49 accounts).
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Questions about Christopher
Is Christopher Ragain a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Christopher holds no broker registration, and Sentinel Wealth & Tax 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 charges an ongoing planning fee.
How much does Christopher charge?
According to Sentinel Wealth & Tax's website, checked October 30, 2026: ongoing planning from $2,388 a year.
Where is Christopher Ragain based?
Christopher Ragain is based in Bonita Springs, Florida.
What does Christopher specialize in?
Christopher's specialties include retirement planning, tax planning and estate & legacy planning. Christopher works with retirees and pre-retirees.
Is Christopher Ragain registered with the SEC?
Yes. Christopher Ragain is registered as an investment adviser representative in FL, MO and TX (CRD 4721922), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Sentinel Wealth & Tax manage?
Sentinel Wealth & Tax reports $34.3M across 49 accounts in assets under management.
How do I contact Christopher Ragain?
Through Christopher's website, www.sentinelwealth.co.
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
- Sentinel Wealth & Tax 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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