Charles Powell
Powell Wealth · Cornelius, North Carolina
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.
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Specialties
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 |
| Assets under management | $229.2M across 272 accounts |
| SEC registration | Investment adviser representative in NC · CRD 7515796 |
| Exams passed | Series 65 (2022) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.powellwealth.com |
| Profile |
How Charles's firm compares
- Powell Wealth's average account is about $843,000, from its Form ADV (assets managed divided by 272 accounts).
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Questions about Charles
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.
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
- Powell Wealth 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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