Christopher
Wootton

Wootton Financial Group Inc

CRD#5428911
Investment Advisor
in Conroe, TX

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About this Advisor

Christopher Wootton is a chartered financial consultant operating out of Conroe, Texas, with a total of 15 years of relevant experience. Wootton currently works for Wootton Financial Group Inc. Their career trajectory has included roles at Game Plan Advisors and Wootton Financial Group, Inc. Wootton has a Series 65 license, qualifying them as an investment advisor representative, and is able to operate in Texas. Wootton Financial Group Inc is an advisory business that has its headquarters in Conroe, TX. It controls $110 million in assets across its 703 customer accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. Of its 703 client accounts, just 7% belong to high-net-worth investors who have at least $1 million in investable assets. Wootton Financial Group Inc provides a set of services, including financial planning services and portfolio management for individuals and small businesses. Fees for financial management are based on the financial services. Fees charged by Wootton Financial Group Inc can include some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65, Chartered Financial Consultant

Years Registered*

15 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Commonwealth Centre 2040 North Loop 336 W, Suite 125
Conroe, TX 77304

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Wootton Financial Group Inc Brokerage Details

Total Assets Under Management

$110,185,593

TX Average: $3,042,739,679
Total Number of Employees

3

TX Average: 49
Total Number of Accounts

703

TX Average: 2,315
Average Account Size

$156,736

TX Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Christopher Wootton Work History

Christopher has been registered as a financial advisor for 15 years.*

2007 - Present (17 years)

Game Plan Advisors

2002 - Present (22 years)

Wootton Financial Group, 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 Wootton 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 Wootton Financial Group Inc

David Covey
Conroe, TX
Christopher Wootton
Conroe, TX
Dudley Lehmer
Conroe, TX

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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