Christman Fiancial Advisors LLC
Macungie, Pennsylvania
Christman Fiancial Advisors LLC at a glance
- One of 361 fee-only firms based in Pennsylvania in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 84 individual clients, 16 of them high net worth.
- Its average account is about $107,000 (assets it manages divided by its 334 accounts).
- Its ongoing planning fee starts at $1,800 a year, below the Pennsylvania median of $3,600.
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Pennsylvania · What fee-only advisors charge in Pennsylvania
Facts
| Based in | Macungie, Pennsylvania |
|---|---|
| Website | christmanfinancial.com |
| Phone | (610) 349-6307 |
Questions about Christman Fiancial Advisors LLC
How much does Christman Fiancial Advisors LLC charge?
Christman Fiancial Advisors LLC publishes these prices: ongoing planning: from $1,800 a year; asset-based fee: 1% a year on the first tier of assets. We found this on its website, checked October 28, 2026.
How is Christman Fiancial Advisors LLC paid?
Christman Fiancial Advisors LLC's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Christman Fiancial Advisors LLC have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Christman Fiancial Advisors LLC.
What is the average account at Christman Fiancial Advisors LLC?
Christman Fiancial Advisors LLC's average account is about $107,000. That's the assets on its Form ADV divided by its 334 accounts.
What does Christman Fiancial Advisors LLC specialize in?
Christman Fiancial Advisors LLC's advisors and website list retirement planning, tax planning and estate & legacy planning.
Is Christman Fiancial Advisors LLC accepting new clients?
Yes, according to Christman Fiancial Advisors LLC's website, checked October 28, 2026.
Does Christman Fiancial Advisors LLC work with clients virtually?
Yes. Christman Fiancial Advisors LLC's website says it works with clients virtually.
Christman Fiancial Advisors LLC fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $1,800 a year |
|---|---|
| Asset-based fee | 1% a year on the first tier of assets |
| How it charges | Percentage of assets · Ongoing planning fee · One-time plans or projects |
In the firm's words
"Starting at $1,800/year plus a 1-time fee of $300" source
"Starting at 1% of assets under management" source
"Starting at 1% of assets under management" source
"Starting at $1,800/year plus a 1-time fee of $300" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $36 million |
| Individual clients | 68 |
| High-net-worth clients | 16 |
| Accounts managed | 334 |
| Employees | 1 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | January 20, 2026 |
| SEC record | CRD 147356 |
Advisors at this firm (1)
Other fee-only firms in Pennsylvania
- CJ Perry Financial · Berwyn
- Clark Asset Management, LLC · Radnor
- Clear Capital Management · Doylestown
- Coastal Financial Advisors, Inc. · Philadelphia
- Common Cents Planning · Glen Mills
- Compass Investments · Pittsburgh
- Conservest Capital Advisors · Wynnewood
- Cool Creek Financial · Lancaster