# Charles Boling

> Charles Boling is a fee-only financial advisor at Global Wealth Management in Little Rock, Arkansas. Charles focuses on retirement planning, estate & legacy planning and small business owners. Global Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/charles-boling-1565470/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Global Wealth Management
- **Based in:** Little Rock, Arkansas
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $48.5M across 368 accounts
- **Specialties:** Retirement planning, Estate & legacy planning, Small business owners
- **CRD:** 1565470 (https://adviserinfo.sec.gov/individual/summary/1565470)
- **SEC registration:** Investment adviser representative in AR, TX
- **Exams passed:** Series 63 (1986), Series 65 (1999)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://gwmi.net/

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Charles holds no broker registration, and Global Wealth Management 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, Global Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Charles Boling based?

Charles Boling is based in Little Rock, Arkansas.

### What does Charles specialize in?

Charles's specialties include retirement planning, estate & legacy planning and small business owners.

### Is Charles Boling registered with the SEC?

Yes. Charles Boling is registered as an investment adviser representative in AR and TX (CRD 1565470), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Global Wealth Management manage?

Global Wealth Management reports $48.5M across 368 accounts in assets under management.

### How do I contact Charles Boling?

Through Charles's website, gwmi.net.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1565470): 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://gwmi.net/): 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.