Charles Corkery
PUREfi Wealth · Boston, Massachusetts
Charles Corkery is a fee-only financial advisor at PUREfi Wealth in Boston, Massachusetts, who holds the CFP credential. Charles focuses on family wealth transfer. PUREfi Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Executives
- Founders
- Multi-generational families
Facts
| Firm | PUREfi Wealth |
|---|---|
| Based in | Boston, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $326.4M across 98 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MA · CRD 6811705 |
| Exams passed | Series 65 (2020) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.purefiwealth.com |
How Charles's firm compares
- PUREfi Wealth's average account is about $3.3 million, from its Form ADV (assets managed divided by 98 accounts).
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Questions about Charles
Is Charles Corkery a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Charles holds no broker registration, and PUREfi 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, PUREfi Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Charles Corkery based?
Charles Corkery is based in Boston, Massachusetts.
What does Charles specialize in?
Charles's specialties include family wealth transfer. Charles works with executives, founders and multi-generational families.
What credentials does Charles Corkery hold?
Charles Corkery holds the CFP credential.
Is Charles Corkery registered with the SEC?
Yes. Charles Corkery is registered as an investment adviser representative in MA (CRD 6811705), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does PUREfi Wealth manage?
PUREfi Wealth reports $326.4M across 98 accounts in assets under management.
How do I contact Charles Corkery?
Through Charles's website, www.purefiwealth.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
- PUREfi 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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