Christopher Walsh
Advisor at Commonwealth Financial Network
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Commonwealth Financial Network
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Cary, NC 27511
Credentials
CFP®, Series 63
Industry experience
15 years
Christopher Walsh is a CFP® with 15 years of industry experience. He is currently affiliated with Commonwealth Financial Network and has previously worked at Pathfinder Wealth Consulting, Wealth Wise Planning, and Keystone Financial Partners. Outside of advising, Walsh spends a small portion of his time selling fixed insurance products. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm offers a broad adviser-support platform, including managed-account programs and access to third-party asset managers, while providing custody and clearing services.
Based on Commonwealth Financial Network
Based on Commonwealth Financial Network
Flat or fixed fees available for consulting services, including wealth management, retirement plan consulting, and HSA consulting.
$0 - $750,000: 2.25% $750,000 - $1,000,000: 2.00% $1,000,000 - $2,000,000: 1.75% $2,000,000+: 1.50%
Advisors may receive commissions on securities transactions and insurance products; additional transaction charges may apply in certain programs.
Up to $500 per hour for consulting services.
Account minimum: $1,000 Fee-only: Annual fees negotiable; fees based on percentage of assets under management; no performance-based fees.
121 Edinburgh South, Suite 208
Cary, NC 27511
North Carolina
Commonwealth Financial Network
2026 - Present (1 year)
Pathfinder Wealth Consulting
2022 - Present (4 years)
Commonwealth Financial Network
2022 - 2025 (3 years)
Wealth Wise Planning
2017 - 2022 (5 years)
Commonwealth Financial Network
2016 - 2022 (6 years)
Keystone Financial Partners
2016 - 2022 (6 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Is not active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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