Charles Harris
H&s Tax and Wealth Advisors · Red Bank, New Jersey
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.
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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 | $67.8M across 176 accounts |
| SEC registration | Investment adviser representative in NJ · CRD 4173265 |
| Exams passed | Series 63 (2000) · Series 65 (2019) |
| Firm size | 3 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.hstaxwealth.com |
How Charles's firm compares
- H&s Tax and Wealth Advisors's average account is about $385,000, from its Form ADV (assets managed divided by 176 accounts).
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Questions about Charles
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Red Bank
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
- 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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