Charles Averre
Hollingsworth Avent Averre & Purvis, PA · Raleigh, North Carolina
Charles Averre is a fee-only financial advisor at Hollingsworth Avent Averre & Purvis, PA in Raleigh, North Carolina, who holds the PFS credential. Hollingsworth Avent Averre & Purvis, PA reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Hollingsworth Avent Averre & Purvis, PA |
|---|---|
| Based in | Raleigh, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $177.4M across 152 accounts |
| Credentials | PFS |
| SEC registration | Investment adviser representative in NC · CRD 2716974 |
| Exams passed | Series 65 (1996) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.haacpa.com |
How Charles's firm compares
- Hollingsworth Avent Averre & Purvis, PA's average account is about $1.2 million, from its Form ADV (assets managed divided by 152 accounts).
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Questions about Charles
Is Charles Averre a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Charles holds no broker registration, and Hollingsworth Avent Averre & Purvis, PA 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, Hollingsworth Avent Averre & Purvis, PA, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Charles Averre based?
Charles Averre is based in Raleigh, North Carolina.
What credentials does Charles Averre hold?
Charles Averre holds the PFS credential.
Is Charles Averre registered with the SEC?
Yes. Charles Averre is registered as an investment adviser representative in NC (CRD 2716974), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Hollingsworth Avent Averre & Purvis, PA manage?
Hollingsworth Avent Averre & Purvis, PA reports $177.4M across 152 accounts in assets under management.
How do I contact Charles Averre?
Through Charles's website, www.haacpa.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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