# Charles Henry

> Charles Henry is a fee-only financial advisor at CSH Investment Management in Taylorville, Illinois, who holds the CFP credential. Charles focuses on retirement planning and estate & legacy planning. CSH Investment Management reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/charles-henry/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** CSH Investment Management
- **Based in:** Taylorville, Illinois
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $67.2M across 291 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Estate & legacy planning
- **CRD:** 2457602 (https://adviserinfo.sec.gov/individual/summary/2457602)
- **SEC registration:** Investment adviser representative in IL, MO
- **Exams passed:** Series 63 (1994)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://www.cshinvestments.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Charles holds no broker registration, and CSH Investment Management 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, CSH Investment Management, reports charging a percentage of assets on its SEC Form ADV.

### Where is Charles Henry based?

Charles Henry is based in Taylorville, Illinois.

### What does Charles specialize in?

Charles's specialties include retirement planning and estate & legacy planning.

### What credentials does Charles Henry hold?

Charles Henry holds the CFP credential.

### Is Charles Henry registered with the SEC?

Yes. Charles Henry is registered as an investment adviser representative in IL and MO (CRD 2457602), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does CSH Investment Management manage?

CSH Investment Management reports $67.2M across 291 accounts in assets under management.

### How do I contact Charles Henry?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2457602): 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
- The firm's website (https://cshinvestments.com/): specialties, clients served, and fees, checked October 30, 2026

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