Charles Mussallem
Birchbrook · Bangor, Maine
Charles Mussallem is a fee-only financial advisor at Birchbrook in Bangor, Maine, who holds the CFA credential. Charles focuses on sustainable & impact investing and family wealth transfer. Birchbrook reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Charles →
Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Birchbrook |
|---|---|
| Based in | Bangor, Maine |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $296.5M across 863 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in FL, MA, ME, NY, TX · CRD 7847203 |
| Firm size | 7 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.birchbrook.com |
How Charles's firm compares
- Birchbrook's average account is about $344,000, from its Form ADV (assets managed divided by 863 accounts).
Request an introduction to Charles
Tell Charles a little about what you're looking for. Charles isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Charles
Is Charles Mussallem a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Charles holds no broker registration, and Birchbrook 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, Birchbrook, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Charles Mussallem based?
Charles Mussallem is based in Bangor, Maine.
What does Charles specialize in?
Charles's specialties include sustainable & impact investing and family wealth transfer. Charles works with multi-generational families.
What credentials does Charles Mussallem hold?
Charles Mussallem holds the CFA credential.
Is Charles Mussallem registered with the SEC?
Yes. Charles Mussallem is registered as an investment adviser representative in FL, MA, ME, NY and TX (CRD 7847203), 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 Birchbrook manage?
Birchbrook reports $296.5M across 863 accounts in assets under management.
How do I contact Charles Mussallem?
Through Charles's website, www.birchbrook.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
- Birchbrook 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.
See something wrong? Request a correction. Read our methodology.