# Charles Harris

> Charles Harris is a fee-only financial advisor at H&s Tax and Wealth Advisors in Red Bank, New Jersey. H&s Tax and Wealth Advisors reports charging a percentage of assets and fixed fees on its Form ADV.

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

## Facts

- **Firm:** H&s Tax and Wealth Advisors
- **Based in:** Red Bank, New Jersey
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $67.8M across 176 accounts
- **CRD:** 4173265 (https://adviserinfo.sec.gov/individual/summary/4173265)
- **SEC registration:** Investment adviser representative in NJ
- **Exams passed:** Series 63 (2000), Series 65 (2019)
- **Firm size:** 3 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** https://www.hstaxwealth.com/

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Charles holds no broker registration, and H&s Tax and 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, H&s Tax and Wealth Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Charles Harris based?

Charles Harris is based in Red Bank, New Jersey.

### Is Charles Harris registered with the SEC?

Yes. Charles Harris is registered as an investment adviser representative in NJ (CRD 4173265), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does H&s Tax and Wealth Advisors manage?

H&s Tax and Wealth Advisors reports $67.8M across 176 accounts in assets under management.

### How do I contact Charles Harris?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4173265): 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

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