Charles Kimmel
Councilor · Gaithersburg, Maryland
Charles Kimmel is a fee-only financial advisor at Councilor in Gaithersburg, Maryland. Charles focuses on tax planning, estate & legacy planning and divorce financial planning. Councilor reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Founders
Facts
| Firm | Councilor |
|---|---|
| Based in | Gaithersburg, Maryland |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $316.9M across 395 accounts |
| SEC registration | Investment adviser representative in MD · CRD 5567461 |
| Exams passed | Series 63 (2008) |
| Firm size | 13 employees |
| Disclosures | None reported |
| Website | www.cbmcpa.com |
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Questions about Charles
Is Charles Kimmel a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Charles holds no broker registration, and Councilor 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, Councilor, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Charles Kimmel based?
Charles Kimmel is based in Gaithersburg, Maryland.
What does Charles specialize in?
Charles's specialties include tax planning, estate & legacy planning, divorce financial planning and small business owners. Charles works with founders.
Is Charles Kimmel registered with the SEC?
Yes. Charles Kimmel is registered as an investment adviser representative in MD (CRD 5567461), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Councilor manage?
Councilor reports $316.9M across 395 accounts in assets under management.
How do I contact Charles Kimmel?
Through Charles's website, www.cbmcpa.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
- Councilor 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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