Christopher Lester
Advisor at Simplicity wealth
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 Simplicity wealth
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
Summit, NJ 07901
Credentials
ChFC®, Series 63
Industry experience
14 years
Christopher Lester is a financial advisor at Simplicity Wealth with 14 years of industry experience. He holds the ChFC® designation and the Series 63 license. His prior work includes roles at Retirement Wealth Advisors, Producer Partners Group, and Regal Investment Advisors. Outside of advising, he owns Eagle Team, where he coaches financial advisors, and is involved in a tax preparation business and a college planning service. Simplicity Wealth serves individual and high-net-worth clients as well as other financial intermediaries, offering discretionary portfolio management, financial planning, and retirement plan advisory services. The firm employs a model-driven, fund-of-funds investment approach and provides technology and operational support through a Managed Account Program and customizable asset management software.
Based on Simplicity wealth
Based on Simplicity wealth
Fixed fees for financial planning services; determined on case-by-case basis.
$0+: 0.10% to 2.00% annually (advisory fees based on assets under management, range varies by client) $0+: 0.10% to 0.60% annually (Platform Fee for Managed Account Program, varies by selected services of Adviser) $0+: 0.00% to 1.00% annually (Model Manager Fee, varies by manager and strategy) $0+: 0.00% to 1.00% annually (Independent Manager Fee, varies by independent manager)
Advisors may accept commissions for sales of insurance products independent of advisory services.
Hourly fees for financial planning services; determined on case-by-case basis.
Fee-only: Fixed or hourly fees for financial planning services; fees negotiable and based on case-by-case basis; typically paid in arrears.
475 Springfield Ave., Suite #1
Summit, NJ 07901
New Jersey
Simplicity Wealth
2025 - Present (1 year)
Eagle Team
2022 - Present (4 years)
Ethos Technologies
2021 - 2023 (2 years)
Producer Partners Group
2020 - 2022 (2 years)
Digital Advisor Alliance (Smart Retirement)
2019 - 2020 (1 year)
Retirement Wealth Advisors
2019 - 2025 (6 years)
EZ Pro Tax
2018 - Present (8 years)
Regal Investment Advisors, LLC
2017 - 2019 (2 years)
Wealth Watch Advisors LLC
2014 - 2017 (3 years)
Education Funding Specialists of New Jersey
2010 - Present (16 years)
Harley Madison Photography LLC
2007 - Present (19 years)
Professional Planning Services
1992 - Present (34 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.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
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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