Charles Dann
Novare Capital Management · Charlotte, North Carolina
Charles Dann is a fee-only financial advisor at Novare Capital Management in Charlotte, North Carolina, who holds the CFP credential. Charles focuses on estate & legacy planning and family wealth transfer. Novare Capital Management reports charging a percentage of assets on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
- Pre-retirees
Facts
| Firm | Novare Capital Management |
|---|---|
| Based in | Charlotte, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $1.92B across 2,075 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NC · CRD 6104755 |
| Exams passed | Series 66 (2012) |
| Firm size | 23 employees |
| Disclosures | None reported |
| Website | novarecapital.com |
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Questions about Charles
Is Charles Dann a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Charles holds no broker registration, and Novare Capital 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, Novare Capital Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Charles Dann based?
Charles Dann is based in Charlotte, North Carolina.
What does Charles specialize in?
Charles's specialties include estate & legacy planning and family wealth transfer. Charles works with multi-generational families and pre-retirees.
What credentials does Charles Dann hold?
Charles Dann holds the CFP credential.
Is Charles Dann registered with the SEC?
Yes. Charles Dann is registered as an investment adviser representative in NC (CRD 6104755), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Novare Capital Management manage?
Novare Capital Management reports $1.92B across 2,075 accounts in assets under management.
How do I contact Charles Dann?
Through Charles's website, novarecapital.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
- Novare Capital 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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