Charles Foss
CORE Wealth Advisors · Lakeland, Florida
Charles Foss is a fee-only financial advisor at CORE Wealth Advisors in Lakeland, Florida. Charles focuses on retirement planning, estate & legacy planning and retirement with concentrated positions. CORE Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Mid-life transitions
- Multi-generational families
Facts
| Firm | CORE Wealth Advisors |
|---|---|
| Based in | Lakeland, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $702.1M across 1,288 accounts |
| SEC registration | Investment adviser representative in FL, TX · CRD 4633605 |
| Exams passed | Series 65 (2004) |
| Firm size | 13 employees |
| Disclosures | None reported |
| Website | www.corewealth.com |
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Questions about Charles
Is Charles Foss a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Charles holds no broker registration, and CORE Wealth 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, CORE Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Charles Foss based?
Charles Foss is based in Lakeland, Florida.
What does Charles specialize in?
Charles's specialties include retirement planning, estate & legacy planning and retirement with concentrated positions. Charles works with retirees, pre-retirees, mid-life transitions and multi-generational families.
Is Charles Foss registered with the SEC?
Yes. Charles Foss is registered as an investment adviser representative in FL and TX (CRD 4633605), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does CORE Wealth Advisors manage?
CORE Wealth Advisors reports $702.1M across 1,288 accounts in assets under management.
How do I contact Charles Foss?
Through Charles's website, www.corewealth.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
- CORE Wealth Advisors 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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