Christopher Wells
Flourish Financial Planning · Grapevine, Texas
Christopher Wells is a fee-only financial advisor at Flourish Financial Planning in Grapevine, Texas, who holds the CFP, CKA and MS credentials. Christopher charges a percentage of assets, an ongoing planning fee and a one-time planning fee (ongoing planning from $3,000 a year and one-time plans from $950) and focuses on tax planning, retirement planning and student loans.
Request an introduction to Christopher →
Specialties
Facts
| Firm | Flourish Financial Planning |
|---|---|
| Based in | Grapevine, Texas |
| Fee model | Percentage of assets · Ongoing planning fee · One-time planning fee |
| Fees (firm's website) | Ongoing planning from $3,000 a year · One-time plans from $950 · 0.8% a year on the first tier of assets managed |
| Accepting new clients | Yes |
| Assets under management | $32.9M across 199 accounts |
| Credentials | CFP · CKA · MS · MSFP |
| SEC registration | Investment adviser representative in TX · CRD 6504119 |
| Exams passed | Series 65 (2015) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | flourish-fp.com |
| Profile |
How Christopher's firm compares
- Ongoing planning starts at $3,000 a year, in line with the Texas median of $3,000 for fee-only firms that publish prices.
- A one-time plan starts at $950, below the Texas median of $1,575 for fee-only firms that publish prices.
- Flourish Financial Planning's average account is about $165,000, from its Form ADV (assets managed divided by 199 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 Wells a fee-only financial advisor?
Yes. Christopher Wells is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Christopher's firm.
How does Christopher charge for financial advice?
Christopher charges a percentage of assets, an ongoing planning fee and a one-time planning fee.
How much does Christopher charge?
According to Flourish Financial Planning's website, checked October 28, 2026: ongoing planning from $3,000 a year; one-time plans from $950; 0.8% a year on the first tier of assets managed.
Where is Christopher Wells based?
Christopher Wells is based in Grapevine, Texas.
What does Christopher specialize in?
Christopher's specialties include tax planning, retirement planning, student loans and estate & legacy planning.
What credentials does Christopher Wells hold?
Christopher Wells holds the CFP, CKA, MS and MSFP credentials.
Is Christopher Wells registered with the SEC?
Yes. Christopher Wells is registered as an investment adviser representative in TX (CRD 6504119), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Flourish Financial Planning manage?
Flourish Financial Planning reports $32.9M across 199 accounts in assets under management.
How do I contact Christopher Wells?
Through Christopher's website, flourish-fp.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Grapevine
Other advisors in Texas who focus on tax planning
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Flourish Financial Planning website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
See something wrong? Request a correction. Read our methodology.