# Charles Poe

> Charles Poe is a fee-only financial advisor at Grand Central Investment Group in Tampa, Florida, who holds the CFA credential. Charles focuses on retirement planning, small business owners and family wealth transfer. Grand Central Investment Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Grand Central Investment Group
- **Based in:** Tampa, Florida
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $196.2M across 343 accounts
- **Credentials:** CFA
- **Specialties:** Retirement planning, Small business owners, Family wealth transfer
- **Works with:** Multi-generational families
- **CRD:** 2628408 (https://adviserinfo.sec.gov/individual/summary/2628408)
- **SEC registration:** Investment adviser representative in FL, TX
- **Exams passed:** Series 66 (2012)
- **Firm size:** 5 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** http://www.grandcentralgroup.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Charles holds no broker registration, and Grand Central Investment Group 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, Grand Central Investment Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Charles Poe based?

Charles Poe is based in Tampa, Florida.

### What does Charles specialize in?

Charles's specialties include retirement planning, small business owners and family wealth transfer. Charles works with multi-generational families.

### What credentials does Charles Poe hold?

Charles Poe holds the CFA credential.

### Is Charles Poe registered with the SEC?

Yes. Charles Poe is registered as an investment adviser representative in FL and TX (CRD 2628408), 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 Grand Central Investment Group manage?

Grand Central Investment Group reports $196.2M across 343 accounts in assets under management.

### How do I contact Charles Poe?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2628408): 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 (http://www.grandcentralgroup.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.