Christopher Leary
Argos Wealth Advisors · Saint Helena, California
Christopher Leary is a fee-only financial advisor at Argos Wealth Advisors in Saint Helena, California, who holds the CFP credential. Christopher focuses on family wealth transfer. Argos Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Founders
Facts
| Firm | Argos Wealth Advisors |
|---|---|
| Based in | Saint Helena, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.04B across 246 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 6599893 |
| Exams passed | Series 65 (2016) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.argoswealth.com |
How Christopher's firm compares
- Argos Wealth Advisors's average account is about $4.2 million, from its Form ADV (assets managed divided by 246 accounts).
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Questions about Christopher
Is Christopher Leary a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Christopher holds no broker registration, and Argos Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Christopher charge for financial advice?
Christopher's firm, Argos Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Christopher Leary based?
Christopher Leary is based in Saint Helena, California.
What does Christopher specialize in?
Christopher's specialties include family wealth transfer. Christopher works with founders.
What credentials does Christopher Leary hold?
Christopher Leary holds the CFP credential.
Is Christopher Leary registered with the SEC?
Yes. Christopher Leary is registered as an investment adviser representative in CA (CRD 6599893), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Argos Wealth Advisors manage?
Argos Wealth Advisors reports $1.04B across 246 accounts in assets under management.
How do I contact Christopher Leary?
Through Christopher's website, www.argoswealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Argos Wealth Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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