# Christopher Staples

> Christopher Staples is a fee-only financial advisor at Wealth 360 in Buford, Georgia, who holds the CFP credential. Christopher focuses on tax planning, estate & legacy planning and small business owners. Wealth 360 reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/christopher-staples/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Wealth 360
- **Based in:** Buford, Georgia
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $95.0M across 393 accounts
- **Credentials:** CFP
- **Specialties:** Tax planning, Estate & legacy planning, Small business owners
- **Works with:** Early-career professionals, Pre-retirees, Retirees
- **CRD:** 4520166 (https://adviserinfo.sec.gov/individual/summary/4520166)
- **SEC registration:** Investment adviser representative in GA, TX
- **Exams passed:** Series 63 (2002), Series 65 (2006)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://www.wealth360advisors.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Christopher holds no broker registration, and Wealth 360 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, Wealth 360, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Christopher Staples based?

Christopher Staples is based in Buford, Georgia.

### What does Christopher specialize in?

Christopher's specialties include tax planning, estate & legacy planning and small business owners. Christopher works with early-career professionals, pre-retirees and retirees.

### What credentials does Christopher Staples hold?

Christopher Staples holds the CFP credential.

### Is Christopher Staples registered with the SEC?

Yes. Christopher Staples is registered as an investment adviser representative in GA and TX (CRD 4520166), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Wealth 360 manage?

Wealth 360 reports $95.0M across 393 accounts in assets under management.

### How do I contact Christopher Staples?

Through Christopher's website, www.wealth360advisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4520166): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://wealth360advisors.com/): specialties, clients served, and fees, checked October 30, 2026

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