Charles Dickinson
William Mack & Associates · Harbor Springs, Michigan
Charles Dickinson is a fee-only financial advisor at William Mack & Associates in Harbor Springs, Michigan. Charles charges a percentage of assets and an ongoing planning fee (1% a year on the first tier of assets managed) and focuses on retirement planning.
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Specialties
Facts
| Firm | William Mack & Associates |
|---|---|
| Based in | Harbor Springs, Michigan |
| Fee model | Percentage of assets · Ongoing planning fee |
| Fees (firm's website) | 1% a year on the first tier of assets managed |
| Assets under management | $1.03B across 952 accounts |
| SEC registration | Investment adviser representative in MI · CRD 1688810 |
| Exams passed | Series 63 (1987) · Series 65 (2021) |
| Firm size | 22 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.wmack.com |
How Charles's firm compares
- William Mack & Associates's average account is about $1.1 million, from its Form ADV (assets managed divided by 952 accounts).
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Questions about Charles
Is Charles Dickinson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Charles holds no broker registration, and William Mack & Associates 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 and an ongoing planning fee.
How much does Charles charge?
According to William Mack & Associates's website, checked October 30, 2026: 1% a year on the first tier of assets managed.
Where is Charles Dickinson based?
Charles Dickinson is based in Harbor Springs, Michigan.
What does Charles specialize in?
Charles's specialties include retirement planning.
Is Charles Dickinson registered with the SEC?
Yes. Charles Dickinson is registered as an investment adviser representative in MI (CRD 1688810), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does William Mack & Associates manage?
William Mack & Associates reports $1.03B across 952 accounts in assets under management.
How do I contact Charles Dickinson?
Through Charles's website, www.wmack.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
- William Mack & Associates 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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