# Charles Falco

> Charles Falco is a fee-only financial advisor at Limerick Financial Group in Limerick, Pennsylvania. Limerick Financial Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/charles-falco/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Limerick Financial Group
- **Based in:** Limerick, Pennsylvania
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $64.8M across 247 accounts
- **CRD:** 1388119 (https://adviserinfo.sec.gov/individual/summary/1388119)
- **SEC registration:** Investment adviser representative in PA
- **Exams passed:** Series 63 (1986), Series 65 (2006)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** https://www.limerickfinancialgroup.com/

## Frequently asked questions

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

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

### Where is Charles Falco based?

Charles Falco is based in Limerick, Pennsylvania.

### Is Charles Falco registered with the SEC?

Yes. Charles Falco is registered as an investment adviser representative in PA (CRD 1388119), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Limerick Financial Group manage?

Limerick Financial Group reports $64.8M across 247 accounts in assets under management.

### How do I contact Charles Falco?

Through Charles's website, www.limerickfinancialgroup.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1388119): 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

---

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