Christopher
Sipes
Fermata Advisors LLC
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About this Advisor
Christopher Sipes is a financial advisor based in Sonoma, California, who has 4 years of relevant experience. Sipes is currently employed by Fermata Advisors LLC. Sipes has gained experience at Wells Fargo Clearing Services, LLC, Enso Wealth Management, Fermata Advisory, LLC, Wells Fargo Advisors LLC and Wells Fargo Bank, N.A. Sipes has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in California, Ohio and Texas. Fermata Advisors LLC is a firm operating out of Sonoma, CA. The company has offices in four locations and a total of 19 financial advisors. It administers $734 million in total assets across its 2,923 client accounts, making it one of the bigger investment advisory firms in the United States by assets under management. The firm serves nine charities and foundations. Of its 2,923 client accounts, just 7% belong to high-net-worth investors who have greater than $1 million in investable assets. Fermata Advisors LLC offers a few services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees for financial management usually vary depending on which services the firm provides the client. However, fee types charged by Fermata Advisors LLC most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Fermata Advisors LLC Brokerage Details
$733,830,008
19
2,923
$251,054
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Christopher Sipes Work History
Christopher has been registered as a financial advisor for 4 years.*
Fermata Advisory, LLC
Enso Wealth Management
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors LLC
Wells Fargo Bank, N.A
*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 Sipes 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 Fermata Advisors LLC
Sonoma, CA
Sonoma, CA
Sonoma, CA
Sonoma, CA
Sonoma, CA
Sonoma, CA
Santa Rosa, CA
Sonoma, CA
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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