Whitney Financial Strategies, LLC

Whitney Financial Strategies, LLC (CRD# 174946) is a financial advisory firm headquartered in San Antonio, TX. They manage $5,000,000 in 30 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Whitney Financial Strategies, LLC
Showing 1 - 1 of 1 top financial advisors.
Kristopher C. Whitney
CRD#: 5221153
8000 Interstate Hw 10 West, Ste 1500, San Antonio, TX 78230

Kristopher Whitney (CRD# 5221153) is an Investment Advisor Representative working at Whitney Financial Strategies, LLC in San Antonio, TX and has over 10 years of experience in the finance industry. Kristopher Whitney has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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