# Christopher Baum

> Christopher Baum is a fee-only financial advisor at Palermo Wealth Management, LLC in San Antonio, Texas, who holds the CFP credential. Palermo Wealth Management, LLC reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/christopher-baum/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Palermo Wealth Management, LLC
- **Based in:** San Antonio, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $96.5M across 508 accounts
- **Credentials:** CFP
- **CRD:** 4700030 (https://adviserinfo.sec.gov/individual/summary/4700030)
- **SEC registration:** Investment adviser representative in NV, TX
- **Exams passed:** Series 66 (2003), Series 65 (2008)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://palermowealth.com

## Frequently asked questions

### Is Christopher Baum a fee-only financial advisor?

Yes. Christopher Baum is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Christopher's firm.

### How does Christopher charge for financial advice?

Christopher's firm, Palermo Wealth Management, LLC, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Christopher Baum based?

Christopher Baum is based in San Antonio, Texas.

### What credentials does Christopher Baum hold?

Christopher Baum holds the CFP credential.

### Is Christopher Baum registered with the SEC?

Yes. Christopher Baum is registered as an investment adviser representative in NV and TX (CRD 4700030), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Palermo Wealth Management, LLC manage?

Palermo Wealth Management, LLC reports $96.5M across 508 accounts in assets under management.

### How do I contact Christopher Baum?

Through Christopher's website, palermowealth.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/7040): NAPFA admits only fee-only advisors
- 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.