Christopher Winn
Interactive Wealth Advisors · Portland, Oregon
Christopher Winn is a fee-only financial advisor at Interactive Wealth Advisors in Portland, Oregon, who holds the CFP credential. Christopher charges a percentage of assets (1.25% a year on the first tier of assets managed) and focuses on retirement planning.
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Specialties
Who they serve
- Executives
Facts
| Firm | Interactive Wealth Advisors |
|---|---|
| Based in | Portland, Oregon |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1.25% a year on the first tier of assets managed |
| Assets under management | $91.3M across 224 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OR, TX, WA · CRD 2928895 |
| Exams passed | Series 63 (1997) · Series 65 (1997) |
| Firm size | 2 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.interactive-wealth.com |
| Profile |
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Questions about Christopher
Is Christopher Winn a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Christopher holds no broker registration, and Interactive Wealth Advisors 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 percentage of assets.
How much does Christopher charge?
According to Interactive Wealth Advisors's website, checked October 30, 2026: 1.25% a year on the first tier of assets managed.
Where is Christopher Winn based?
Christopher Winn is based in Portland, Oregon.
What does Christopher specialize in?
Christopher's specialties include retirement planning. Christopher works with executives.
What credentials does Christopher Winn hold?
Christopher Winn holds the CFP credential.
Is Christopher Winn registered with the SEC?
Yes. Christopher Winn is registered as an investment adviser representative in OR, TX and WA (CRD 2928895), 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 Interactive Wealth Advisors manage?
Interactive Wealth Advisors reports $91.3M across 224 accounts in assets under management.
How do I contact Christopher Winn?
Through Christopher's website, www.interactive-wealth.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
- Interactive Wealth Advisors 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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