Christopher Thomas
Align WMGMT · San Jose, California
Christopher Thomas is a fee-only financial advisor at Align WMGMT in San Jose, California, who holds the CFP credential. Christopher focuses on retirement planning, tax planning and estate & legacy planning. Align WMGMT reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Align WMGMT |
|---|---|
| Based in | San Jose, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $116.7M across 153 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in AZ, CA, TX · CRD 4306408 |
| Exams passed | Series 66 (2001) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.alignwealthmgmt.com |
How Christopher's firm compares
- Align WMGMT's average account is about $763,000, from its Form ADV (assets managed divided by 153 accounts).
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Questions about Christopher
Is Christopher Thomas a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Christopher holds no broker registration, and Align WMGMT 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, Align WMGMT, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Christopher Thomas based?
Christopher Thomas is based in San Jose, California.
What does Christopher specialize in?
Christopher's specialties include retirement planning, tax planning and estate & legacy planning.
What credentials does Christopher Thomas hold?
Christopher Thomas holds the CFP credential.
Is Christopher Thomas registered with the SEC?
Yes. Christopher Thomas is registered as an investment adviser representative in AZ, CA and TX (CRD 4306408), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Align WMGMT manage?
Align WMGMT reports $116.7M across 153 accounts in assets under management.
How do I contact Christopher Thomas?
Through Christopher's website, www.alignwealthmgmt.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
- Align WMGMT 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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