Charles Kerwood
Waller Financial Planning Group · Naples, Florida
Charles Kerwood is a fee-only financial advisor at Waller Financial Planning Group in Naples, Florida, who holds the CFP and ChFC credentials. Charles focuses on tax planning and estate & legacy planning. Waller Financial Planning Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Waller Financial Planning Group |
|---|---|
| Based in | Naples, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $747.8M across 2,081 accounts |
| Credentials | CFP · ChFC |
| SEC registration | Investment adviser representative in FL · CRD 2315202 |
| Exams passed | Series 63 (1993) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.waller.com |
| Profile |
How Charles's firm compares
- Waller Financial Planning Group's average account is about $359,000, from its Form ADV (assets managed divided by 2,081 accounts).
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Questions about Charles
Is Charles Kerwood a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Charles holds no broker registration, and Waller Financial Planning Group 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, Waller Financial Planning Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Charles Kerwood based?
Charles Kerwood is based in Naples, Florida.
What does Charles specialize in?
Charles's specialties include tax planning and estate & legacy planning.
What credentials does Charles Kerwood hold?
Charles Kerwood holds the CFP and ChFC credentials.
Is Charles Kerwood registered with the SEC?
Yes. Charles Kerwood is registered as an investment adviser representative in FL (CRD 2315202), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Waller Financial Planning Group manage?
Waller Financial Planning Group reports $747.8M across 2,081 accounts in assets under management.
How do I contact Charles Kerwood?
Through Charles's website, www.waller.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
- Waller Financial Planning Group 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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