Christopher David Sipes
Investment adviser representative at Fermata Advisors
18 yearsExperience
3 statesRegistered in
$1BFirm assets
7 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
18 years in the industry.
- Fermata AdvisorsSep 2019 to now
- Fermata Advisory, LLCAug 2019 to now
- Enso Wealth ManagementOct 2018 to Dec 2019
- Wells Fargo Clearing Services, LLCNov 2016 to Oct 2018
- Wells Fargo Advisors LLCOct 2010 to Nov 2016
- Wells Fargo Bank, N.A.Oct 2008 to Oct 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 3 states (CA, OH, TX).
Fermata Advisors
Legal name: Fermata Advisors, LLC
$1BAssets managed
3,879Clients
14Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5849183
- Firm CRD
- 305614