# Charles Roehrer

> Charles Roehrer is a fee-only financial advisor at GPM Growth Investors in Bloomfield Hills, Michigan. Charles focuses on family wealth transfer. GPM Growth Investors reports charging a percentage of assets on its Form ADV.

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

## Facts

- **Firm:** GPM Growth Investors
- **Based in:** Bloomfield Hills, Michigan
- **Fee model (firm's Form ADV):** Percentage of assets
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $281.3M across 531 accounts
- **Specialties:** Family wealth transfer
- **Works with:** Multi-generational families
- **CRD:** 7343985 (https://adviserinfo.sec.gov/individual/summary/7343985)
- **SEC registration:** Investment adviser representative in MI
- **Exams passed:** Series 65 (2021)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** https://www.gpmgrowth.com/

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Charles holds no broker registration, and GPM Growth Investors 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, GPM Growth Investors, reports charging a percentage of assets on its SEC Form ADV.

### Where is Charles Roehrer based?

Charles Roehrer is based in Bloomfield Hills, Michigan.

### What does Charles specialize in?

Charles's specialties include family wealth transfer. Charles works with multi-generational families.

### Is Charles Roehrer registered with the SEC?

Yes. Charles Roehrer is registered as an investment adviser representative in MI (CRD 7343985), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does GPM Growth Investors manage?

GPM Growth Investors reports $281.3M across 531 accounts in assets under management.

### How do I contact Charles Roehrer?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7343985): 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://www.gpmgrowth.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.