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Advisor

Christopher Staples

Wealth 360 · Buford, Georgia

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.

Percentage of assetsHourlyFixed fees Fee-only CFP

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Specialties

Who they serve

  • Early-career professionals
  • Pre-retirees
  • Retirees

Facts

FirmWealth 360
Based in Buford, Georgia
Fee model (firm's Form ADV)Percentage of assets · Hourly · Fixed fees
Assets under management$95.0M across 393 accounts
CredentialsCFP
SEC registration Investment adviser representative in GA, TX · CRD 4520166
Exams passedSeries 63 (2002) · Series 65 (2006)
Firm size2 employees
Disclosures None reported
Websitewww.wealth360advisors.com
LinkedInProfile

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Questions about Christopher

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.

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
  • Wealth 360 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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