# Charles Meeks

> Charles Meeks is a fee-only financial advisor at Meeks Capital in Winter Park, Florida, who holds the CFP credential. Charles charges a percentage of assets (ongoing planning from $500 a year and 1.1% a year on the first tier of assets managed) and focuses on estate & legacy planning and small business owners.

Page: https://find.wellspent.co/advisors/charles-meeks/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Meeks Capital
- **Based in:** Winter Park, Florida
- **Fee model:** Percentage of assets
- **Fees (firm's website):** ongoing planning from $500 a year; 1.1% a year on the first tier of assets managed
- **Assets under management (firm):** $28.6M across 196 accounts
- **Credentials:** CFP
- **Specialties:** Estate & legacy planning, Small business owners
- **CRD:** 5978077 (https://adviserinfo.sec.gov/individual/summary/5978077)
- **SEC registration:** Investment adviser representative in FL
- **Exams passed:** Series 66 (2011)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://www.meekscapital.com

## Frequently asked questions

### Is Charles Meeks a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Charles holds no broker registration, and Meeks Capital 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 charges a percentage of assets.

### How much does Charles charge?

According to Meeks Capital's website, checked October 30, 2026: ongoing planning from $500 a year; 1.1% a year on the first tier of assets managed.

### Where is Charles Meeks based?

Charles Meeks is based in Winter Park, Florida.

### What does Charles specialize in?

Charles's specialties include estate & legacy planning and small business owners.

### What credentials does Charles Meeks hold?

Charles Meeks holds the CFP credential.

### Is Charles Meeks registered with the SEC?

Yes. Charles Meeks is registered as an investment adviser representative in FL (CRD 5978077), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Meeks Capital manage?

Meeks Capital reports $28.6M across 196 accounts in assets under management.

### How do I contact Charles Meeks?

Through Charles's website, www.meekscapital.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5978077): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.meekscapital.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.