Charles Rankin
Hilltop Wealth Advisors · Chapel Hill, North Carolina
Charles Rankin is a fee-only financial advisor at Hilltop Wealth Advisors in Chapel Hill, North Carolina, who holds the CFP credential. Hilltop Wealth Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Hilltop Wealth Advisors |
|---|---|
| Based in | Chapel Hill, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $635.5M across 1,968 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NC · CRD 7063631 |
| Exams passed | Series 66 (2019) |
| Firm size | 18 employees |
| Disclosures | None reported |
| Website | www.hilltopwa.com |
How Charles's firm compares
- Hilltop Wealth Advisors's average account is about $323,000, from its Form ADV (assets managed divided by 1,968 accounts).
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Questions about Charles
Is Charles Rankin a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Charles holds no broker registration, and Hilltop Wealth Advisors 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, Hilltop Wealth Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Charles Rankin based?
Charles Rankin is based in Chapel Hill, North Carolina.
What credentials does Charles Rankin hold?
Charles Rankin holds the CFP credential.
Is Charles Rankin registered with the SEC?
Yes. Charles Rankin is registered as an investment adviser representative in NC (CRD 7063631), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Hilltop Wealth Advisors manage?
Hilltop Wealth Advisors reports $635.5M across 1,968 accounts in assets under management.
How do I contact Charles Rankin?
Through Charles's website, www.hilltopwa.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
- 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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