Charles Patterson
Bartholomew & Company Wealth Management · Worcester, Massachusetts
Charles Patterson is a fee-only financial advisor at Bartholomew & Company Wealth Management in Worcester, Massachusetts. Bartholomew & Company Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Bartholomew & Company Wealth Management |
|---|---|
| Based in | Worcester, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.92B across 3,945 accounts |
| SEC registration | Investment adviser representative in MA · CRD 1729889 |
| Exams passed | Series 66 (2002) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Charles's firm compares
- Bartholomew & Company Wealth Management's average account is about $486,000, from its Form ADV (assets managed divided by 3,945 accounts).
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Questions about Charles
Is Charles Patterson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Charles holds no broker registration, and Bartholomew & Company 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, Bartholomew & Company Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Charles Patterson based?
Charles Patterson is based in Worcester, Massachusetts.
Is Charles Patterson registered with the SEC?
Yes. Charles Patterson is registered as an investment adviser representative in MA (CRD 1729889), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Bartholomew & Company Wealth Management manage?
Bartholomew & Company Wealth Management reports $1.92B across 3,945 accounts in assets under management.
How do I contact Charles Patterson?
Contact details aren't on file yet. Search for Bartholomew & Company Wealth Management.
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
- 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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