Charles Holloway
Marietta Wealth Management · Marietta, Georgia
Charles Holloway is a fee-only financial advisor at Marietta Wealth Management in Marietta, Georgia, who holds the CFP credential. Marietta Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Charles →
Facts
| Firm | Marietta Wealth Management |
|---|---|
| Based in | Marietta, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.39B across 1,545 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in GA, TX · CRD 5300110 |
| Exams passed | Series 66 (2007) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.mariettawealth.com |
How Charles's firm compares
- Marietta Wealth Management's average account is about $903,000, from its Form ADV (assets managed divided by 1,545 accounts).
Request an introduction to Charles
Tell Charles a little about what you're looking for. Charles isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Charles
Is Charles Holloway a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Charles holds no broker registration, and Marietta 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, Marietta Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Charles Holloway based?
Charles Holloway is based in Marietta, Georgia.
What credentials does Charles Holloway hold?
Charles Holloway holds the CFP credential.
Is Charles Holloway registered with the SEC?
Yes. Charles Holloway is registered as an investment adviser representative in GA and TX (CRD 5300110), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Marietta Wealth Management manage?
Marietta Wealth Management reports $1.39B across 1,545 accounts in assets under management.
How do I contact Charles Holloway?
Through Charles's website, www.mariettawealth.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
- 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.
See something wrong? Request a correction. Read our methodology.