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.
Credentials
Series 63, Series 66
Experience Industry experience
18 years
Location
Grundy, VA
Forefront
Team
Christopher Owens is a financial advisor at Forefront Wealth Partners with 18 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Pruco Securities, LLC, and operates Owens CPA & Associates, an accounting firm he owns and leads. Owens is also a partner in a labor leasing company and a retail pharmacy business, where he provides tax preparation and bookkeeping services. Forefront Wealth Partners is a team-based SEC-registered adviser serving individual clients, business owners, and corporate clients. The firm offers discretionary investment management, comprehensive financial planning, estate-planning coordination, and cash-management services through customized portfolios and a multi-advisor approach.
Based on Forefront
Based on Forefront
Fixed financial planning fees ranging from $2,500 to $100,000; estate planning coordination fees from $300 to $10,000.
Forefront accepts compensation for the sale of securities or other investment products, including asset-based sales charges or service fees from mutual funds.
Hourly financial planning fees from $150 to $1,000 per hour depending on service and professional.
Fee-only: Hourly rates ranging from $150 to $1,000 per hour and fixed fees ranging from $2,500 to $100,000 for financial planning services.
Grundy, VA
Grundy VA
Advisors at this office
1
Virginia
18 years of industry experience
Forefront Wealth Partners, LLC
2024 - Present • 2 years
Austin, TX
Pruco Securities, LLC.
2016 - 2021 • 5 years
Bethesda, MD
Owens CPA & Associates
2003 - Present • 23 years
Vansant, VA
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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.
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.
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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