Charles Lucy
Bay Rivers Group Wealth Partners · Williamsburg, Virginia
Charles Lucy is a fee-only financial advisor at Bay Rivers Group Wealth Partners in Williamsburg, Virginia, who holds the CFP credential. Bay Rivers Group Wealth Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Bay Rivers Group Wealth Partners |
|---|---|
| Based in | Williamsburg, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $326.2M across 913 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NY, TX, VA · CRD 1603851 |
| Exams passed | Series 63 (1996) · Series 65 (1996) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.bayriversgroup.com |
How Charles's firm compares
- Bay Rivers Group Wealth Partners's average account is about $357,000, from its Form ADV (assets managed divided by 913 accounts).
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Questions about Charles
Is Charles Lucy a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Charles holds no broker registration, and Bay Rivers Group Wealth Partners 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, Bay Rivers Group Wealth Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Charles Lucy based?
Charles Lucy is based in Williamsburg, Virginia.
What credentials does Charles Lucy hold?
Charles Lucy holds the CFP credential.
Is Charles Lucy registered with the SEC?
Yes. Charles Lucy is registered as an investment adviser representative in NY, TX and VA (CRD 1603851), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Bay Rivers Group Wealth Partners manage?
Bay Rivers Group Wealth Partners reports $326.2M across 913 accounts in assets under management.
How do I contact Charles Lucy?
Through Charles's website, www.bayriversgroup.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
- Bay Rivers Group Wealth Partners 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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