Charles Craig
C.E.C. Wealth Management · Tulsa, Oklahoma
Charles Craig is a fee-only financial advisor at C.E.C. Wealth Management in Tulsa, Oklahoma, who holds the CFP credential. C.E.C. Wealth Management reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | C.E.C. Wealth Management |
|---|---|
| Based in | Tulsa, Oklahoma |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $60.9M across 272 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OK, TX · CRD 5862756 |
| Exams passed | Series 65 (2010) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.cecwm.com |
How Charles's firm compares
- C.E.C. Wealth Management's average account is about $224,000, from its Form ADV (assets managed divided by 272 accounts).
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Questions about Charles
Is Charles Craig a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Charles holds no broker registration, and C.E.C. 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, C.E.C. Wealth Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Charles Craig based?
Charles Craig is based in Tulsa, Oklahoma.
What credentials does Charles Craig hold?
Charles Craig holds the CFP credential.
Is Charles Craig registered with the SEC?
Yes. Charles Craig is registered as an investment adviser representative in OK and TX (CRD 5862756), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does C.E.C. Wealth Management manage?
C.E.C. Wealth Management reports $60.9M across 272 accounts in assets under management.
How do I contact Charles Craig?
Through Charles's website, www.cecwm.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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