Charles Roehrer
GPM Growth Investors · Bloomfield Hills, Michigan
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.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | GPM Growth Investors |
|---|---|
| Based in | Bloomfield Hills, Michigan |
| Fee model (firm's Form ADV) | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $281.3M across 531 accounts |
| SEC registration | Investment adviser representative in MI · CRD 7343985 |
| Exams passed | Series 65 (2021) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.gpmgrowth.com |
| Profile |
How Charles's firm compares
- GPM Growth Investors's average account is about $530,000, from its Form ADV (assets managed divided by 531 accounts).
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Questions about Charles
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.
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
- GPM Growth Investors 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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