Peter Christakos
Christakos Financial · Westfield, New Jersey
Peter Christakos is a fee-only financial advisor at Christakos Financial in Westfield, New Jersey. Peter focuses on retirement planning, tax planning and family wealth transfer. Christakos Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Peter →
Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Christakos Financial |
|---|---|
| Based in | Westfield, New Jersey |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $91.6M across 197 accounts |
| SEC registration | Investment adviser representative in NJ, TX · CRD 2010712 |
| Exams passed | Series 63 (1992) · Series 65 (1998) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.christakosfinancial.com |
How Peter's firm compares
- Christakos Financial's average account is about $465,000, from its Form ADV (assets managed divided by 197 accounts).
Request an introduction to Peter
Tell Peter a little about what you're looking for. Peter 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 Peter
Is Peter Christakos a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Peter holds no broker registration, and Christakos Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Peter charge for financial advice?
Peter's firm, Christakos Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Peter Christakos based?
Peter Christakos is based in Westfield, New Jersey.
What does Peter specialize in?
Peter's specialties include retirement planning, tax planning and family wealth transfer. Peter works with multi-generational families.
Is Peter Christakos registered with the SEC?
Yes. Peter Christakos is registered as an investment adviser representative in NJ and TX (CRD 2010712), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Christakos Financial manage?
Christakos Financial reports $91.6M across 197 accounts in assets under management.
How do I contact Peter Christakos?
Through Peter's website, www.christakosfinancial.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
- Christakos Financial 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.
See something wrong? Request a correction. Read our methodology.