# Charles Achoa

> Charles Achoa is a fee-only financial advisor at Proxy Wealth in Windermere, Florida. Charles focuses on tax planning and small business owners. Proxy Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Proxy Wealth
- **Based in:** Windermere, Florida
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $83.3M across 614 accounts
- **Specialties:** Tax planning, Small business owners
- **Works with:** Founders
- **CRD:** 2450021 (https://adviserinfo.sec.gov/individual/summary/2450021)
- **SEC registration:** Investment adviser representative in CA, NY, TX
- **Exams passed:** Series 63 (1994), Series 65 (2026)
- **Firm size:** 25 employees
- **Disclosures:** None reported
- **Website:** https://www.proxywealth.com

## Frequently asked questions

### Is Charles Achoa a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Charles holds no broker registration, and Proxy Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Charles charge for financial advice?

Charles's firm, Proxy Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Charles Achoa based?

Charles Achoa is based in Windermere, Florida.

### What does Charles specialize in?

Charles's specialties include tax planning and small business owners. Charles works with founders.

### Is Charles Achoa registered with the SEC?

Yes. Charles Achoa is registered as an investment adviser representative in CA, NY and TX (CRD 2450021), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Proxy Wealth manage?

Proxy Wealth reports $83.3M across 614 accounts in assets under management.

### How do I contact Charles Achoa?

Through Charles's website, www.proxywealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2450021): 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://www.proxywealth.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.