Charles Angle
Rssic · San Francisco, California
Charles Angle is a fee-only financial advisor at Rssic in San Francisco, California, who holds the CFP credential. Charles focuses on retirement planning, estate & legacy planning and tax planning. Rssic reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Early-career professionals
- Multi-generational families
Facts
| Firm | Rssic |
|---|---|
| Based in | San Francisco, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $486.6M across 160 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 5751731 |
| Exams passed | Series 63 (2013) · Series 65 (2014) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.rssic.com |
| Profile |
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Questions about Charles
Is Charles Angle a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Charles holds no broker registration, and Rssic 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, Rssic, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Does Charles work with clients virtually?
Yes. Rssic says on its website that it works with clients remotely.
Where is Charles Angle based?
Charles Angle is based in San Francisco, California.
What does Charles specialize in?
Charles's specialties include retirement planning, estate & legacy planning, tax planning and family wealth transfer. Charles works with retirees, pre-retirees, early-career professionals and multi-generational families.
What credentials does Charles Angle hold?
Charles Angle holds the CFP credential.
Is Charles Angle registered with the SEC?
Yes. Charles Angle is registered as an investment adviser representative in CA (CRD 5751731), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Rssic manage?
Rssic reports $486.6M across 160 accounts in assets under management.
How do I contact Charles Angle?
Through Charles's website, www.rssic.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
- Rssic 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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