Charles Feehely
Charles Michael Financial LLC · Raleigh, North Carolina
Charles Feehely is a fee-only financial advisor at Charles Michael Financial LLC in Raleigh, North Carolina, who holds the CFP and MSFP credentials. Charles charges an ongoing planning fee, hourly fees, a percentage of assets and a one-time planning fee and focuses on retirement planning.
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Specialties
Facts
| Firm | Charles Michael Financial LLC |
|---|---|
| Based in | Raleigh, North Carolina |
| Fee model | Ongoing planning fee · Hourly · Percentage of assets · One-time planning fee |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $1.25B across 4,262 accounts |
| Credentials | CFP · MSFP |
| SEC registration | Investment adviser representative in NC · CRD 7729916 |
| Exams passed | Series 65 (2023) |
| Firm size | 69 employees |
| Disclosures | None reported |
| Website | charlesmichaelfinancial.com |
| Profile |
How Charles's firm compares
- Charles Michael Financial LLC's average account is about $294,000, from its Form ADV (assets managed divided by 4,262 accounts).
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Questions about Charles
Is Charles Feehely a fee-only financial advisor?
Yes. Charles Feehely 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 an ongoing planning fee, hourly fees, a percentage of assets and a one-time planning fee.
Does Charles work with clients virtually?
Yes. Charles Michael Financial LLC says on its website that it works with clients remotely.
Where is Charles Feehely based?
Charles Feehely is based in Raleigh, North Carolina.
What does Charles specialize in?
Charles's specialties include retirement planning.
What credentials does Charles Feehely hold?
Charles Feehely holds the CFP and MSFP credentials.
Is Charles Feehely registered with the SEC?
Yes. Charles Feehely is registered as an investment adviser representative in NC (CRD 7729916), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Charles Michael Financial LLC manage?
Charles Michael Financial LLC reports $1.25B across 4,262 accounts in assets under management.
How do I contact Charles Feehely?
Through Charles's website, charlesmichaelfinancial.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
- Charles Michael Financial LLC 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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