Charles Rogers
Azimuth Wealth Advisors · San Diego, California
Charles Rogers is a fee-only financial advisor at Azimuth Wealth Advisors in San Diego, California, who holds the ChFC credential. Azimuth Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Azimuth Wealth Advisors |
|---|---|
| Based in | San Diego, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $40.2M across 99 accounts |
| Credentials | ChFC |
| SEC registration | Investment adviser representative in CA, TX · CRD 4326780 |
| Exams passed | Series 66 (2001) |
| Firm size | 2 employees |
| Disclosures | Reported; see the SEC record |
| Website | azimuthwa.com |
| Profile |
How Charles's firm compares
- Azimuth Wealth Advisors's average account is about $406,000, from its Form ADV (assets managed divided by 99 accounts).
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Questions about Charles
Is Charles Rogers a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Charles holds no broker registration, and Azimuth 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, Azimuth Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Charles Rogers based?
Charles Rogers is based in San Diego, California.
What credentials does Charles Rogers hold?
Charles Rogers holds the ChFC credential.
Is Charles Rogers registered with the SEC?
Yes. Charles Rogers is registered as an investment adviser representative in CA and TX (CRD 4326780), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Azimuth Wealth Advisors manage?
Azimuth Wealth Advisors reports $40.2M across 99 accounts in assets under management.
How do I contact Charles Rogers?
Through Charles's website, azimuthwa.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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