# Charles Doran

> Charles Doran is a fee-only financial advisor at Prometheus Investment Advisors in Greenwich, Connecticut. Charles focuses on retirement planning. Prometheus Investment Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/charles-doran/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Prometheus Investment Advisors
- **Based in:** Greenwich, Connecticut
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $21.6M across 63 accounts
- **Specialties:** Retirement planning
- **Works with:** Retirees
- **CRD:** 5165351 (https://adviserinfo.sec.gov/individual/summary/5165351)
- **SEC registration:** Investment adviser representative in CO, CT, LA, ME, TX
- **Exams passed:** Series 65 (2021), Series 66 (2008)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://www.prometheus-investments.com/

## Frequently asked questions

### Is Charles Doran a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Charles holds no broker registration, and Prometheus Investment Advisors 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, Prometheus Investment Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Charles Doran based?

Charles Doran is based in Greenwich, Connecticut.

### What does Charles specialize in?

Charles's specialties include retirement planning. Charles works with retirees.

### Is Charles Doran registered with the SEC?

Yes. Charles Doran is registered as an investment adviser representative in CO, CT, LA, ME and TX (CRD 5165351), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Prometheus Investment Advisors manage?

Prometheus Investment Advisors reports $21.6M across 63 accounts in assets under management.

### How do I contact Charles Doran?

Through Charles's website, www.prometheus-investments.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5165351): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.prometheus-investments.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.