Charles Bales
Whitewater Wealth · Eugene, Oregon
Charles Bales is a fee-only financial advisor at Whitewater Wealth in Eugene, Oregon. Charles focuses on retirement planning and estate & legacy planning. Whitewater Wealth reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Whitewater Wealth |
|---|---|
| Based in | Eugene, Oregon |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $68.5M across 90 accounts |
| SEC registration | Investment adviser representative in LA, OR · CRD 1897315 |
| Exams passed | Series 63 (1989) · Series 65 (1992) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.whitewaterwealth.com |
How Charles's firm compares
- Whitewater Wealth's average account is about $761,000, from its Form ADV (assets managed divided by 90 accounts).
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Questions about Charles
Is Charles Bales a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Charles holds no broker registration, and Whitewater 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, Whitewater Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Charles Bales based?
Charles Bales is based in Eugene, Oregon.
What does Charles specialize in?
Charles's specialties include retirement planning and estate & legacy planning.
Is Charles Bales registered with the SEC?
Yes. Charles Bales is registered as an investment adviser representative in LA and OR (CRD 1897315), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Whitewater Wealth manage?
Whitewater Wealth reports $68.5M across 90 accounts in assets under management.
How do I contact Charles Bales?
Through Charles's website, www.whitewaterwealth.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
- Whitewater Wealth 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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