Christopher Baum
Palermo Wealth Management, LLC · San Antonio, Texas
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.
Request an introduction to Christopher →
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 | $96.5M across 508 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NV, TX · CRD 4700030 |
| Exams passed | Series 66 (2003) · Series 65 (2008) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | palermowealth.com |
How Christopher's firm compares
- Palermo Wealth Management, LLC's average account is about $190,000, from its Form ADV (assets managed divided by 508 accounts).
Request an introduction to Christopher
Tell Christopher a little about what you're looking for. Christopher isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Christopher
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in San Antonio
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
See something wrong? Request a correction. Read our methodology.