Christopher Swan
Retire With Swan · Northlake, Texas
Christopher Swan is a fee-only financial advisor at Retire With Swan in Northlake, Texas, who holds the CFP credential. Christopher charges a flat fee or retainer, an ongoing planning fee, a one-time planning fee and hourly fees (ongoing planning from $9,100 a year and one-time plans from $1,000) and focuses on flat-fee planning and retirement planning.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Retire With Swan |
|---|---|
| Based in | Northlake, Texas |
| Fee model | Flat fee or retainer · Ongoing planning fee · One-time planning fee · Hourly |
| Fees (firm's website) | Ongoing planning from $9,100 a year · One-time plans from $1,000 · $200 an hour |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $11.8M across 105 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 5810132 |
| Exams passed | Series 66 (2014) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | www.retirewithswan.com |
| Profile |
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Questions about Christopher
Is Christopher Swan a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Christopher holds no broker registration, and Retire With Swan 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 a flat fee or retainer, an ongoing planning fee, a one-time planning fee and hourly fees.
How much does Christopher charge?
According to Retire With Swan's website, checked October 30, 2026: ongoing planning from $9,100 a year; one-time plans from $1,000; $200 an hour.
Does Christopher work with clients virtually?
Yes. Retire With Swan says on its website that it works with clients remotely.
Where is Christopher Swan based?
Christopher Swan is based in Northlake, Texas.
What does Christopher specialize in?
Christopher's specialties include flat-fee planning and retirement planning. Christopher works with retirees and pre-retirees.
What credentials does Christopher Swan hold?
Christopher Swan holds the CFP credential.
Is Christopher Swan registered with the SEC?
Yes. Christopher Swan is registered as an investment adviser representative in TX (CRD 5810132), 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 Retire With Swan manage?
Retire With Swan reports $11.8M across 105 accounts in assets under management.
How do I contact Christopher Swan?
Through Christopher's website, www.retirewithswan.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
- Retire With Swan 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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