Charles Crouch
CMC Wealth Management · Lexington, South Carolina
Charles Crouch is a fee-only financial advisor at CMC Wealth Management in Lexington, South Carolina, who holds the CFP credential. Charles charges a percentage of assets and focuses on retirement planning, divorce financial planning and estate & legacy planning.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Divorced individuals
Facts
| Firm | CMC Wealth Management |
|---|---|
| Based in | Lexington, South Carolina |
| Fee model | Percentage of assets |
| Assets under management | $5.7M across 40 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in SC · CRD 4348818 |
| Exams passed | Series 63 (2001) · Series 66 (2010) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | cmcwealthmanagement.com |
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Questions about Charles
Is Charles Crouch a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Charles holds no broker registration, and CMC 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 charges a percentage of assets.
Where is Charles Crouch based?
Charles Crouch is based in Lexington, South Carolina.
What does Charles specialize in?
Charles's specialties include retirement planning, divorce financial planning, estate & legacy planning and family wealth transfer. Charles works with retirees, pre-retirees and divorced individuals.
What credentials does Charles Crouch hold?
Charles Crouch holds the CFP credential.
Is Charles Crouch registered with the SEC?
Yes. Charles Crouch is registered as an investment adviser representative in SC (CRD 4348818), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does CMC Wealth Management manage?
CMC Wealth Management reports $5.7M across 40 accounts in assets under management.
How do I contact Charles Crouch?
Through Charles's website, cmcwealthmanagement.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
- CMC Wealth Management 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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