Charles Brant
BZ Wealth Advisors · Littleton, Colorado
Charles Brant is a fee-only financial advisor at BZ Wealth Advisors in Littleton, Colorado, who holds the CFA credential. BZ Wealth Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | BZ Wealth Advisors |
|---|---|
| Based in | Littleton, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $26.0M across 108 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in CO · CRD 5888917 |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.bz-wealth.com |
How Charles's firm compares
- BZ Wealth Advisors's average account is about $241,000, from its Form ADV (assets managed divided by 108 accounts).
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Questions about Charles
Is Charles Brant a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Charles holds no broker registration, and BZ Wealth Advisors 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, BZ Wealth Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Charles Brant based?
Charles Brant is based in Littleton, Colorado.
What credentials does Charles Brant hold?
Charles Brant holds the CFA credential.
Is Charles Brant registered with the SEC?
Yes. Charles Brant is registered as an investment adviser representative in CO (CRD 5888917), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does BZ Wealth Advisors manage?
BZ Wealth Advisors reports $26.0M across 108 accounts in assets under management.
How do I contact Charles Brant?
Through Charles's website, www.bz-wealth.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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