Charles Meeks
Meeks Capital · Winter Park, Florida
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.
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Specialties
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 | $28.6M across 196 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL · CRD 5978077 |
| Exams passed | Series 66 (2011) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.meekscapital.com |
| Profile |
How Charles's firm compares
- Ongoing planning starts at $500 a year, below the Florida median of $4,200 for fee-only firms that publish prices.
- Meeks Capital's average account is about $146,000, from its Form ADV (assets managed divided by 196 accounts).
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Questions about Charles
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.
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
- Meeks Capital 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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