Christine Messmer, P.C.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Christine Messmer, P.C. provides financial planning and investment advisory services to individual and high‑net‑worth clients, as well as small business owners, covering cash management, retirement, tax and estate planning. Financial plans are produced interactively with clients, delivered in writing, and updated at least annually.
The firm develops tailored investment policies and generally pursues long‑term purchase strategies using third‑party research (Morningstar, analyst reports, company filings) supported by proprietary planning software and a secure client portal. Portfolios are monitored continuously but are primarily managed on a non‑discretionary basis, with clients asked to approve recommendations and encouraged to meet quarterly; quarterly portfolio reports and an Advyzon web portal provide regular reporting detail.
Distinctive for its peer group, the firm manages an unusually large amount of assets and client relationships per advisor — roughly $240.6 million across about 206 accounts — while nearly all assets are handled non‑discretionarily and only three accounts (approximately $1.6 million) are discretionary trustee accounts. The firm uses fee arrangements other than percentage‑of‑AUM (hourly and retainer structures), may act as trustee with the ability to debit trust accounts, and maintains annual surprise CPA audits of custody practices.
Client services
Expertise
Fee options
$250.00 per hour
Retainer Fee Rate: starting at $1,000.00 per quarter, paid in arrears
Fee-only: Hourly Rate: $250.00 per hour; Retainer Fee Rate: Starting at $1,000.00 per quarter, paid in arrears
Main office
See office101 Oak Street
Collegeville PA 19426
Advisors at this office
1
Offices (2)
Most active in
Pennsylvania
Also doing business as
Christine M. Messmer, Cfp · Christine Messmer, Cfp, P.C. · Christine Messmer, P.C. · Messmer Financial · Messmer, Christine Mary
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.
Quick links
Advisors at this firm
Christine M
CFP®, Series 63, Series 65
Collegeville, PA
Christine Messmer, P.C.
Christine Messmer is a CFP® professional with 23 years of experience in financial planning and investment advisory services. She has led her own firm, Christine Messmer, P.C., since 2003. The firm provides comprehensive financial planning and investment advisory services to individual and high-net-worth clients, as well as small business owners, focusing on cash management, retirement, tax, and estate planning. Christine Messmer, P.C. develops tailored investment policies and pursues long-term purchase strategies using third-party research and proprietary planning software. The firm primarily manages portfolios on a non-discretionary basis, providing clients with regular updates through quarterly meetings and detailed reporting via a secure client portal.
Christopher T
Series 65
Collegeville, PA
Christine Messmer, P.C.
Christopher Torzone is a financial advisor at Christine Messmer, P.C. with a Series 65 designation and one year of industry experience. His prior work includes positions at Pennsylvania State University and local schools in the Collegeville, PA area. Christine Messmer, P.C. provides financial planning and investment advisory services to individuals, high-net-worth clients, and small business owners. The firm offers tailored investment policies and primarily manages portfolios on a non-discretionary basis, using third-party research and proprietary planning software to support client interactions and reporting.
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