# Charles Smith

> Charles Smith is a fee-only financial advisor at Mayfair Advisory Group in Birmingham, Alabama. Mayfair Advisory Group reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/charles-smith-4609881/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Mayfair Advisory Group
- **Based in:** Birmingham, Alabama
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $806.4M across 1,240 accounts
- **CRD:** 4609881 (https://adviserinfo.sec.gov/individual/summary/4609881)
- **SEC registration:** Investment adviser representative in AL
- **Exams passed:** Series 66 (2003)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** http://www.mayfairag.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Charles holds no broker registration, and Mayfair Advisory Group 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, Mayfair Advisory Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Charles Smith based?

Charles Smith is based in Birmingham, Alabama.

### Is Charles Smith registered with the SEC?

Yes. Charles Smith is registered as an investment adviser representative in AL (CRD 4609881), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Mayfair Advisory Group manage?

Mayfair Advisory Group reports $806.4M across 1,240 accounts in assets under management.

### How do I contact Charles Smith?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4609881): 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

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.