Charles Edson
Wealth Being Advisors · Hermosa Beach, California
Charles Edson is a fee-only financial advisor at Wealth Being Advisors in Hermosa Beach, California, who holds the CFP credential. Charles charges a percentage of assets and an ongoing planning fee (ongoing planning from $3,600 a year and 1% a year on the first tier of assets managed) and focuses on tax planning and estate & legacy planning.
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Specialties
Who they serve
- High earners
- Early-career professionals
Facts
| Firm | Wealth Being Advisors |
|---|---|
| Based in | Hermosa Beach, California |
| Fee model | Percentage of assets · Ongoing planning fee |
| Fees (firm's website) | Ongoing planning from $3,600 a year · 1% a year on the first tier of assets managed · No asset minimum |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $2.8M across 33 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, TX · CRD 6522068 |
| Exams passed | Series 66 (2017) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | wealthbeingadvisors.com |
| Profile |
How Charles's firm compares
- Ongoing planning starts at $3,600 a year, below the California median of $6,000 for fee-only firms that publish prices.
- Wealth Being Advisors's average account is about $85,000, from its Form ADV (assets managed divided by 33 accounts).
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Questions about Charles
Is Charles Edson a fee-only financial advisor?
Yes. Charles Edson is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Charles's firm.
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 Wealth Being Advisors's website, checked October 28, 2026: ongoing planning from $3,600 a year; 1% a year on the first tier of assets managed; no asset minimum.
Does Charles work with clients virtually?
Yes. Wealth Being Advisors says on its website that it works with clients remotely.
Where is Charles Edson based?
Charles Edson is based in Hermosa Beach, California.
What does Charles specialize in?
Charles's specialties include tax planning and estate & legacy planning. Charles works with high earners and early-career professionals.
What credentials does Charles Edson hold?
Charles Edson holds the CFP credential.
Is Charles Edson registered with the SEC?
Yes. Charles Edson is registered as an investment adviser representative in CA and TX (CRD 6522068), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Wealth Being Advisors manage?
Wealth Being Advisors reports $2.8M across 33 accounts in assets under management.
How do I contact Charles Edson?
Through Charles's website, wealthbeingadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Wealth Being Advisors website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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