Christopher
Hess

Tfo Phoenix, Inc

CRD#4669146
Investment Advisor
in Phoenix, AZ

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About this Advisor

Christopher Hess is a certified financial planner and personal financial specialist operating in Phoenix, Arizona with 11 years of industry experience. Hess is on the advisory team at Tfo Phoenix, Inc. They have been employed by Tfo Phoenix, Inc for all of their career. Hess maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to work in Arizona and Texas. Tfo Phoenix, Inc is a financial advisory firm that has its headquarters in Phoenix, AZ. The investment advisory business has offices in two locations and a total of 64 people on staff. It administers $3 billion in total assets across its 1,685 accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm serves 45 charities and foundations. Of its 1,685 customer accounts, 75% belong to high-net-worth individuals who have more than $1 million in assets. The business performs a wide range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees for financial advice largely are based on the type of services provided. However, fee types charged by Tfo Phoenix, Inc most likely include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™, Personal Financial Specialist

Years Registered*

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

5060 North 40Th Street Suite 200
Phoenix, AZ 85018

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Tfo Phoenix, Inc Brokerage Details

Total Assets Under Management

$3,340,454,739

AZ Average: $1,555,372,352
Total Number of Employees

64

AZ Average: 37
Total Number of Accounts

1,685

AZ Average: 1,370
Average Account Size

$1,982,466

AZ Average: $1,135,308

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Christopher Hess Work History

Christopher has been registered as a financial advisor for 11 years.*

2011 - Present (13 years)

Tfo Phoenix, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Christopher Hess to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Tfo Phoenix, Inc

Megan Kawasaki-Mason
Phoenix, AZ
Zachary Grant
Phoenix, AZ
Caleb Rutter
Phoenix, AZ
Jake Moller
Phoenix, AZ
Damon Miller
Phoenix, AZ
David Bloom
Phoenix, AZ
Meili Barlow
Phoenix, AZ
Clayton Caupp
Phoenix, AZ

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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