Brent Plunkett
Charter Wealth Management · Raleigh, North Carolina
Brent Plunkett is a fee-only financial advisor at Charter Wealth Management in Raleigh, North Carolina. Charter Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Charter Wealth Management |
|---|---|
| Based in | Raleigh, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $195.6M across 232 accounts |
| SEC registration | Investment adviser representative in AL, IL, MS, NC, TN, TX · CRD 5621748 |
| Exams passed | Series 63 (2009) · Series 65 (2011) |
| Firm size | 4 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.charterwm.com |
| Profile |
How Brent's firm compares
- Charter Wealth Management's average account is about $843,000, from its Form ADV (assets managed divided by 232 accounts).
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Questions about Brent
Is Brent Plunkett a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brent holds no broker registration, and Charter Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brent charge for financial advice?
Brent's firm, Charter Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Brent Plunkett based?
Brent Plunkett is based in Raleigh, North Carolina.
Is Brent Plunkett registered with the SEC?
Yes. Brent Plunkett is registered as an investment adviser representative in AL, IL, MS, NC, TN and TX (CRD 5621748), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Charter Wealth Management manage?
Charter Wealth Management reports $195.6M across 232 accounts in assets under management.
How do I contact Brent Plunkett?
Through Brent's website, www.charterwm.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
- 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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