Christian Curry Batchelder, CFP
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm serves individuals, families, personal trusts and estates and provides comprehensive financial planning and ongoing discretionary investment management. It operates as a fee‑only advisor and implements tailored asset allocations and portfolio oversight for client accounts.
The firm follows a proprietary, high‑touch service model that emphasizes discovery, manager selection, and continuous monitoring, typically placing client assets in diversified mutual funds selected for qualitative and quantitative factors. Its planning process explicitly addresses behavioral and emotional aspects of money, including attitudes toward wealth and legacy, alongside conventional analyses of net worth, cash flow, taxes, and risk tolerance.
Distinctive features include a relatively small client roster (around 30 households) with approximately $96 million in discretionary assets, and the firm does not serve individual clients who are not high‑net‑worth. The firm also requires clients to custody accounts with its recommended custodian and to grant limited trading authority, and it has operated continuously since the early 1990s.
Client services
Expertise
Fee options
$0 - $499,999: 1.00% $500,000 - $1,999,999: 0.75% $2,000,000+: 0.50%
Fee-only: Fee-only advisor; no commissions or other compensation
Main office
Oakland CA
Advisors at this office
1
Most active in
California
Also doing business as
Batchelder, Christian Curry · Christian Curry Batchelder, Cfp
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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