Christopher Warner
Warner Financial · Bethesda, Maryland
Christopher Warner is a fee-only financial advisor at Warner Financial in Bethesda, Maryland, who holds the CFP and CFA credentials. Warner Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Christopher →
Facts
| Firm | Warner Financial |
|---|---|
| Based in | Bethesda, Maryland |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $851.8M across 747 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in MD · CRD 5433126 |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.warner-financial.com |
| Profile |
How Christopher's firm compares
- Warner Financial's average account is about $1.1 million, from its Form ADV (assets managed divided by 747 accounts).
Request an introduction to Christopher
Tell Christopher a little about what you're looking for. Christopher isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Christopher
Is Christopher Warner a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Christopher holds no broker registration, and Warner Financial 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, Warner Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Christopher Warner based?
Christopher Warner is based in Bethesda, Maryland.
What credentials does Christopher Warner hold?
Christopher Warner holds the CFP and CFA credentials.
Is Christopher Warner registered with the SEC?
Yes. Christopher Warner is registered as an investment adviser representative in MD (CRD 5433126), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Warner Financial manage?
Warner Financial reports $851.8M across 747 accounts in assets under management.
How do I contact Christopher Warner?
Through Christopher's website, www.warner-financial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Bethesda
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.
See something wrong? Request a correction. Read our methodology.