# Charles Smith

> Charles Smith is a fee-only financial advisor at DT Investment Partners in Chadds Ford, Pennsylvania. Charles focuses on tax planning, retirement planning and estate & legacy planning. DT Investment Partners reports charging a percentage of assets and fixed fees on its Form ADV.

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

## Facts

- **Firm:** DT Investment Partners
- **Based in:** Chadds Ford, Pennsylvania
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $1.91B across 1,695 accounts
- **Specialties:** Tax planning, Retirement planning, Estate & legacy planning
- **CRD:** 8314058 (https://adviserinfo.sec.gov/individual/summary/8314058)
- **SEC registration:** Investment adviser representative in PA
- **Exams passed:** Series 65 (2026)
- **Firm size:** 8 employees
- **Disclosures:** None reported
- **Website:** http://www.dtinvestmentpartners.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 DT Investment Partners 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, DT Investment Partners, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Charles Smith based?

Charles Smith is based in Chadds Ford, Pennsylvania.

### What does Charles specialize in?

Charles's specialties include tax planning, retirement planning and estate & legacy planning.

### Is Charles Smith registered with the SEC?

Yes. Charles Smith is registered as an investment adviser representative in PA (CRD 8314058), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does DT Investment Partners manage?

DT Investment Partners reports $1.91B across 1,695 accounts in assets under management.

### How do I contact Charles Smith?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8314058): 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://dtinvestmentpartners.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.