Charles McAteer
ARIA Wealth Management · Saratoga, California
Charles McAteer is a fee-only financial advisor at ARIA Wealth Management in Saratoga, California. Charles focuses on retirement planning, estate & legacy planning and tax planning. ARIA Wealth Management reports charging a percentage of assets and hourly fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Tech employees
- Mid-life transitions
- Divorced individuals
Facts
| Firm | ARIA Wealth Management |
|---|---|
| Based in | Saratoga, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Accepting new clients | Yes |
| Assets under management | $130.0M across 570 accounts |
| SEC registration | Investment adviser representative in GA, TX · CRD 2667877 |
| Exams passed | Series 63 (1995) · Series 65 (1995) |
| Firm size | 9 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.ariawm.com |
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Questions about Charles
Is Charles McAteer a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Charles holds no broker registration, and ARIA 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, ARIA Wealth Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Charles McAteer based?
Charles McAteer is based in Saratoga, California.
What does Charles specialize in?
Charles's specialties include retirement planning, estate & legacy planning, tax planning, small business owners and family wealth transfer. Charles works with retirees, pre-retirees, tech employees, mid-life transitions and divorced individuals.
Is Charles McAteer registered with the SEC?
Yes. Charles McAteer is registered as an investment adviser representative in GA and TX (CRD 2667877), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does ARIA Wealth Management manage?
ARIA Wealth Management reports $130.0M across 570 accounts in assets under management.
How do I contact Charles McAteer?
Through Charles's website, www.ariawm.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
- ARIA 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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