# Charles Powell

> Charles Powell is a fee-only financial advisor at Powell Wealth in Cornelius, North Carolina. Charles focuses on retirement planning, estate & legacy planning and tax planning. Powell Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Powell Wealth
- **Based in:** Cornelius, North Carolina
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $229.2M across 272 accounts
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning, Small business owners
- **CRD:** 7515796 (https://adviserinfo.sec.gov/individual/summary/7515796)
- **SEC registration:** Investment adviser representative in NC
- **Exams passed:** Series 65 (2022)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** http://www.powellwealth.com

## Frequently asked questions

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

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

### Where is Charles Powell based?

Charles Powell is based in Cornelius, North Carolina.

### What does Charles specialize in?

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

### Is Charles Powell registered with the SEC?

Yes. Charles Powell is registered as an investment adviser representative in NC (CRD 7515796), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Powell Wealth manage?

Powell Wealth reports $229.2M across 272 accounts in assets under management.

### How do I contact Charles Powell?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7515796): 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://powellwealth.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.