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Overview

Services

Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Retirement Planning
    • -Other Financial Planning
  • Insurance
    • -Life Insurance
    • -Long-Term Care Insurance
  • Portfolio Management
    • -Individuals and/or Small Businesses
    • -Investment Companies

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Christopher Weil & Company, Inc. 24 years, 7 months May 1994 - Present

Designations & Memberships

  • Financial Planning Association
    Membership
    Financial Planning Association
    The Financial Planning Association (FPA®) is the largest membership organization for personal financial planning experts in the U.S. and includes professionals from all backgrounds and business models. We help connect thousands of consumers to competent and ethical planners who uphold the FPA Standard of Care.
  • Certified Financial Planner
    Designation
    Certified Financial Planner
    A standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.

Articles and Answers

Insights by Robert Gaan

There are no insights for this advisor to display at this time.

Answers

Ask a financial questionAsk a question
Should I sell company stock to pay down personal debt?
I want to add a couple of thoughts to supplement what Jody, Victor and Eddie have already contributed. In 2012, the tax rate for long term capital gains is 0% for taxpayers in the 10% and 15% Federal tax brackets. Depending on your tax bracket, you may be able to sell your company stock and owe no...  (more)
Answered Jun 2012
Who gets the trust funds if beneficiary is deceased and no one is named?
The answer to your question may lie in the wording of the trust document and not in the general workings of estate law. Have you reviewed the trust document?If you have concerns about the advice that you are receiving from the lawyer handling the estate, my recommendation is to get a second opinio...  (more)
Answered Jun 2012
Bank Loan to Pay Down Credit Debt / Student Loans?
John, I think you will be hard pressed to obtain a bank loan without having to pledge some sort of collateral to secure the obligation. If you web search "compare credit card rates" you will find results for sites like bankrate.com. Do some research and maybe you can apply for a credit card with a...  (more)
Answered Jun 2012
What are the top questions to ask a financial planner?
Arianna: There is one additional question that I would ask a prospective advisor/planner. It is a simple question, but one not often asked in my experience: "Does the advisor or his/her family personally own the same investments that are being recommended to clients?" In my opinion, there is a lo...  (more)
Answered Jul 2012
    *Answers are submitted by advisors without compensation.

    Licenses & Conducts

    SEC
    U.S. Securities and Exchange Commission
    • license status
      Registered
    • disclosures
      None
    • as of date
      Sep 24, 2018
    FINRA
    FINRA
    • license status
      Not registered
    • disclosures
      None
    • as of date
      Sep 24, 2018
    Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

    Assets

    Christopher Weil & Co Inc

    Last updated on April 18, 2017
      • $568.8M
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 1K
        Accounts
      • $501.6K
        Estimated Average Account Balance

    Fees

    Fee Only Advisor
    $
    This advisor has certified that they are compensated soley by their clients, and do not accept commisions or compensation of any kind based on the products they recommend.

    Types of Compensation Arrangements

    • Percentage Of Assets
    • Performance-Based Fees