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Christopher Flanders

Advisor at Equitable Advisors — Buzzards Bay, MA

Updated today

Credentials

Series 66

Experience

22 years

Location

Buzzards Bay, MA

Equitable Advisors logo

Equitable Advisors

Institution

Total advisors

4,715

Across 976 offices

Clients per advisor

16 Very Low

Avg AUM per client

$609,299 High

HNW client ratio

47% Very High

About

Christopher Flanders is a financial advisor with Equitable Advisors, holding a Series 66 designation and bringing 22 years of industry experience. He has been with Equitable Advisors since 2003, including its predecessor, Axa Advisors. Flanders serves as trustee for two family trusts, managing investments through a third-party money manager for which he is the broker of record. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm uses a range of advisory models and third-party managers to tailor investment solutions for its clients.

Client services

Based on Equitable Advisors

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Equitable Advisors

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance

Occupation focus

Based on Equitable Advisors

Founder/Business Owner Retired Executive

Demographic focus

Based on Equitable Advisors

Approaching retirement Sandwich Generation

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Fee options

Fixed

Financial planning fixed fees range from $250 to $25,000.

Percentage

$0+: 0% for financial planning fees (not AUM based) $0+: 0.20% to 2.50% annually for asset management advisory services, depending on the LPL or TAMP program and asset levels as summarized in detailed tier chart $0+: 0.30% to 2.50% maximum annual advisory fees across various LPL programs and TAMPs, negotiable

Commissions

Brokerage and insurance commissions are received when clients purchase such products separately from advisory services.

Project-based

Financial planning hourly fees generally range from $100 to $400 per hour.

Other

Minimum fee: Financial planning fixed fees range from $250 to $25,000 for new clients; follow-on reviews range from $250 to $12,500. Hourly rates range from $100 to $400 per hour. Fee-only: Financial planning fixed fees $250 to $25,000, hourly fees $100 to $400 per hour.

Location

See office

Buzzards Bay, MA

Buzzards Bay MA

Advisors at this office

1

Most active in

Texas

Work history

22 years of industry experience

Equitable Advisors

2003 - Present • 23 years

New York, NY

Axa Advisors, Llc

2003 - 2020 • 17 years

New York, NY

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Justin H

Series 65

Marstons Mills, MA

Starboard Wealth Management, LLC

Justin Hudock is a financial advisor at Starboard Wealth Management, LLC, an independent firm based in Marstons Mills, MA. He holds a Series 65 designation and has nine years of industry experience, including three years at Bridge Creek Capital Management LLC before joining Starboard Wealth Management in 2020. Starboard Wealth Management provides ongoing portfolio management for individuals, high-net-worth clients, charitable organizations, and business entities. The firm uses a variety of analytical methods and offers both long-term and active trading strategies, including derivatives, options, short sales, and margin transactions, tailoring allocations to client goals and risk tolerance.

Options & derivatives strategies Active portfolio management
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Gregory F

CFP®, Series 63

Sandwich, MA

Cambridge Cape Cod Advisors, LLC

Gregory Fenton is a CFP® professional with 21 years of industry experience, currently serving at Cambridge Cape Cod Advisors, LLC since 1997. He holds a Series 63 license and is based in Sandwich, Massachusetts. Cambridge Cape Cod Advisors serves retired and upper-income individuals and families, providing holistic financial planning and investment advisory services through a fee-only model. The firm focuses on comprehensive planning, including retirement, estate, and tax planning, and is notable for managing a large amount of non-discretionary assets while offering tailored investment policy statements and periodic portfolio reviews.

Income planning Cash flow / budgeting Retired Approaching retirement Retired
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Andrew M

Series 63, Series 66

Wareham, MA

First Due Financial LLC

Andrew Mc Alarney is a financial advisor with First Due Financial LLC in Wareham, MA. He holds Series 63 and Series 66 licenses and has six years of industry experience. Outside of his advisory role, he serves as an on-call firefighter and paramedic and manages a vacation rental business through Yellow Rose Realty, LLC. First Due Financial LLC provides discretionary and non-discretionary asset management and financial planning services primarily to individual and high-net-worth clients. The firm employs a range of investment strategies tailored to clients’ goals and risk tolerance and maintains a small client roster focused on higher-touch relationships.

Equity compensation tax strategy Options & derivatives strategies Retirement income strategy Tax-loss harvesting Debt management
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John T

Series 65

Sagamore Beach, MA

Global Vision Financial Services

John Tympanick is a Series 65-licensed financial advisor with 28 years of industry experience. He is the principal of Global Vision Financial Services, an independent firm he founded in 2019. Previously, he worked for Hospitality Mutual Insurance Company for 12 years. In addition to his advisory roles, Tympanick serves as a member of the investment committee for the Massachusetts Medical Malpractice Reinsurance Plan and acts as a hearing officer for the Massachusetts Board of Bar Overseers. Global Vision Financial Services provides investment management and financial planning to individuals, business entities, trusts, pensions, and profit-sharing plans. The firm combines investment advisory services with accounting, tax preparation, and business consulting, applying a tax-aware, ETF-focused investment approach tailored to client-specific policies.

Tax-loss harvesting Wealth management Retirement income strategy Business ownership considerations Founder/Business Owner Retired
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John W

CFP®, Series 65

Osterville, MA

Burr & Company, LLC

John Williams is a CFP®-certified financial advisor with over 21 years of industry experience. He has been with Burr & Company, LLC since 2006. The firm serves individual and trust clients by providing investment management and integrated financial planning, using a long-term, buy-and-hold investment approach focused on dividend-oriented equities and tailored fixed-income allocations. Burr & Company generally operates on a non-discretionary basis, requiring client approval prior to trade execution.

General retirement planning Cash flow / budgeting Tax-loss harvesting
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Harold T

Series 63

Sagamore Beach, MA

Wharton Financial Group

Harold Tincher is a financial advisor with Wharton Financial Group, holding a Series 63 designation and over 32 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2020 and Cambridge Investment Research, Inc. since 2010, while maintaining a long tenure at Wharton Financial Group since 1995. Outside of advisory work, he is also an independent insurance agent and a licensed notary. Wharton Financial Group provides estate-planning and advisory services to retired or soon-to-be-retired individuals, corporations, and pension plan sponsors. The firm focuses on estate plan design and client relationships with third-party investment managers, offering asset-allocation guidance, client education, and periodic account reviews rather than discretionary portfolio management.

General estate planning guidance Trust structures (GRAT, IDGT, revocable)
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