Christine Messmer, P.C. provides financial planning, portfolio management for individuals and small businesses, estate planning, and tax planning. Financial planning was provided to 101–250 clients last fiscal year.
Christine Messmer, P.C. reports 206 clients. They include 199 individual clients and 7 high-net-worth individuals. Of its assets, 0.7% ($1.59M across 3 accounts) are managed with discretion; $239M across 203 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 97% | 74% |
| High-net-worth individuals | 3% | 26% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 199 | $177M | 73.6% | $889K |
| High-net-worth individuals | 7 | $63.6M | 26.4% | $9.08M |
| Total | 206 | $241M | 100% | $1.17M |
- Clients
- 199
- Regulatory AUM
- $177M
- AUM share
- 73.6%
- Avg. per client
- $889K
- Clients
- 7
- Regulatory AUM
- $63.6M
- AUM share
- 26.4%
- Avg. per client
- $9.08M
Total
- Clients
- 206
- Regulatory AUM
- $241M
- AUM share
- 100%
- Avg. per client
- $1.17M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
Christine Messmer, P.C. is paid through hourly charges and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Hourly Financial Planning
- Hourly fees are $250.00 and are generally used at the start of the relationship; retainer fees are subject to a cost-of-living adjustment.
Christine Messmer owns 75% or more of Christine Messmer, P.C.. The leadership team of Christine Messmer, P.C. includes President Christine Messmer. It has 1 employee.
Leadership
- Christine MessmerPresident & Chief Compliance Officer
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
Staff
- 1 employee
- 1 in advisory functions
- Owns 75% or more of Christine Messmer, P.C.
Christine Messmer
Control person · since May 1985
Christine Messmer, P.C.’s regulatory assets grew 1.7× from $140M (February 2021) to $241M (January 2026); clients rose from 172 to 206 and employees were 1 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| January 2026 | $241M | 206 | 1 | 1 |
| January 2025 | $198M | 194 | 1 | 1 |
| January 2024 | $170M | 193 | 1 | 1 |
| January 2023 | $158M | 196 | 1 | 1 |
| February 2022 | $169M | 193 | 1 | 1 |
| February 2021 | $140M | 172 | 1 | 1 |
Besides its headquarters, Christine Messmer, P.C. has 0 offices, with 1 listed address in Pennsylvania.
Pennsylvania · 1 listed address
- 101 Oak Street, CollegevilleHQ
Other business names
Christine Messmer, P.C. has reported 1 other business name to the SEC.
- Messmer Financial
Contact and registration details
- Legal name
- Christine Messmer, P.C.
- Headquarters
- 101 Oak Street, Collegeville, PA 19426
- Website
- Not reported
- Phone
- 610-489-7925
- SEC file
- 801-118953
- Founded
- 1985
- Structure
- Pennsylvania corporation
- Fiscal year end
- December
Christine Messmer, P.C. uses Charles Schwab ($241M) as custodian for its separately managed accounts. Christine Messmer, P.C. has custody of $1.59M in client assets for 3 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $241M100%
At year end, Christine Messmer, P.C.’s separately managed accounts were mostly in funds (62%) and stocks (37%).
What the accounts hold
- Stocks37%
- Funds62%
- Cash1%
How many clients does Christine Messmer, P.C. have?
Christine Messmer, P.C. has 206 clients and manages $241 million for them, as of January 2026. They include 199 individual clients and 7 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 22 January 2026
What services does Christine Messmer, P.C. offer?
Christine Messmer, P.C. provides financial planning, portfolio management for individuals and small businesses, estate planning, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
Which custodians does Christine Messmer, P.C. use?
Christine Messmer, P.C.’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $241M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 22 January 2026
How many financial advisors does Christine Messmer, P.C. have?
Christine Messmer, P.C. has 0 investment adviser representatives registered with state securities authorities, out of 1 employees, and 1 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Christine Messmer, P.C. invest in?
At the end of its last fiscal year, Christine Messmer, P.C.’s separately managed accounts held 62% registered funds (mutual funds, ETFs, BDCs), 37% non-exchange-traded equities and 1% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Christine Messmer, P.C.?
Christine Messmer, P.C.’s direct owner is Christine Messmer (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 22 January 2026
How does Christine Messmer, P.C. get paid?
Christine Messmer, P.C. is paid through hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Christine Messmer, P.C.?
Christine Messmer, P.C.’s main office is at 101 Oak Street, Collegeville, PA 19426. Its phone number is 610-489-7925.