Charles Holder
Holder Wealth Management · Champaign, Illinois
Charles Holder is a fee-only financial advisor at Holder Wealth Management in Champaign, Illinois. Charles focuses on retirement planning and estate & legacy planning. Holder Wealth Management reports charging a percentage of assets and hourly fees on its Form ADV.
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Specialties
Who they serve
- Retirees
Facts
| Firm | Holder Wealth Management |
|---|---|
| Based in | Champaign, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $284.0M across 302 accounts |
| SEC registration | Investment adviser representative in IL, TX · CRD 6399759 |
| Exams passed | Series 65 (2013) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.holderwealthmgt.com |
| Profile |
How Charles's firm compares
- Holder Wealth Management's average account is about $940,000, from its Form ADV (assets managed divided by 302 accounts).
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Questions about Charles
Is Charles Holder a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Charles holds no broker registration, and Holder Wealth 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, Holder Wealth Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Charles Holder based?
Charles Holder is based in Champaign, Illinois.
What does Charles specialize in?
Charles's specialties include retirement planning and estate & legacy planning. Charles works with retirees.
Is Charles Holder registered with the SEC?
Yes. Charles Holder is registered as an investment adviser representative in IL and TX (CRD 6399759), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Holder Wealth Management manage?
Holder Wealth Management reports $284.0M across 302 accounts in assets under management.
How do I contact Charles Holder?
Through Charles's website, www.holderwealthmgt.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
- Holder Wealth Management 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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