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Christian Robert Tompkins

Adviceone Advisory Services, LLC

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About Christian Robert Tompkins

Christian Tompkins is a registered Investment Advisor Representative with AdviceOne Advisory Services, LLC. Christian joined AdviceOne in 2024 and is a Registered Investment Advisor Representative in Connecticut. Christian has over 10 years of experience in the financial services industry. Christian is a graduate of Quinnipiac University and holds a Series 65 license. Christian's clients include high-net-worth individuals, individuals other than high-net-worth, and charitable organizations. Christian specializes in financial planning and portfolio management for individuals.

Firm Information

Christian Tompkins is currently registered with Adviceone Advisory Services, LLC. Adviceone Advisory Services, LLC is a registered investment advisor based in Glastonbury, CT. The firm provides financial planning and portfolio management services to individuals and charitable organizations. Adviceone manages approximately $1.37 billion in assets for over 4,200 clients.
Adviceone Advisory Services, LLC

100 WESTERN BOULEVARD

GLASTONBURY, CT 06033

$1.37B

Assets Under Management

Not reported

Total Clients

14

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Christian Tompkins’s Registration & Firm History

CT

01/06/2025 - Present

Adviceone Advisory Services, LLC (GLASTONBURY CT)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Christian Robert Tompkins.
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