Advisor at Align Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Align Wealth Management, LLC
Location
San Jose, CA 95125
Credentials
CFP®, Series 66
Industry experience
25 years
Christopher Thomas is a CFP® with 25 years of industry experience, currently serving as an advisor at Align Wealth Management, LLC since 2022. He previously worked at LPL Financial LLC and Vantage Wealth Management LLC. Thomas is also the sole owner of Thomas & Company, CPA, a San Jose-based CPA firm. Align Wealth Management serves individual and high-net-worth clients by providing portfolio management, financial planning, and pension/401(k) consulting. The firm employs a multi-method investment approach and utilizes third-party platforms and managers to deliver customized advisory services.
Based on Align Wealth Management, LLC
Based on Align Wealth Management, LLC
$0 to $50,000 fixed fee for financial planning
$0 - $2,000,000: 1.00% $2,000,001 - $4,000,000: 0.80% $4,000,001 - $6,000,000: 0.60% $6,000,001 - $15,000,000: 0.40% $15,000,001+: 0.25%
$300 to $800 per hour
1850 Hamilton Ave
San Jose, CA 95125
Arizona · California · Texas
Align Wealth Management, LLC
2022 - Present (4 years)
LPL Financial
2014 - 2020 (6 years)
Vantage Wealth Management LLC
2007 - 2022 (15 years)
Thomas & Company CPA
1997 - Present (29 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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