# 5T Wealth Management

> 5T Wealth Management is a fee-only financial advisor at 5T Wealth Management in Napa, California, who holds the CFA credential. Christopher charges a percentage of assets and focuses on small business owners, family wealth transfer and retirement planning.

Page: https://find.wellspent.co/advisors/5t-wealth-management-455600/
Built from public directory listings; last checked April 25, 2026.

## Facts

- **Firm:** 5T Wealth Management
- **Based in:** Napa, California
- **Fee model:** Percentage of assets
- **Assets under management (firm):** $100M - $500M
- **Credentials:** CFA
- **Specialties:** Small business owners, Family wealth transfer, Retirement planning, Equity compensation
- **Works with:** High earners, Ultra high net worth, Executives, Founders, Multi-generational families, Pre-retirees, Retirees, Early-career professionals
- **Firm size:** 4 employees
- **Website:** https://5twealth.com/

## About

Our mission is simple: to be the trusted primary advisor and wealth manager for individuals and families who are seeking long term financial security and wish to use their personal and financial resources to make their lives more meaningful and productive for themselves, their families, and their community.

## Frequently asked questions

### Is 5T Wealth Management a fee-only financial advisor?

Yes. 5T Wealth Management is listed in the public advisor directory (listed as fee-only).

### How does Christopher charge for financial advice?

Christopher charges a percentage of assets.

### Where is 5T Wealth Management based?

5T Wealth Management is based in Napa, California.

### What does Christopher specialize in?

Christopher's specialties include small business owners, family wealth transfer, retirement planning and equity compensation. Christopher works with high earners, ultra high net worth, executives, founders and multi-generational families.

### What credentials does 5T Wealth Management hold?

5T Wealth Management holds the CFA credential.

### How much does 5T Wealth Management manage?

5T Wealth Management reports $100M - $500M in assets under management.

### How do I contact 5T Wealth Management?

Through Christopher's website, 5twealth.com.

## Sources

- Public advisor directory: listed as fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.