Charles Thomas
Intrepid Eagle Finance · Clover, South Carolina
Charles Thomas is a fee-only financial advisor at Intrepid Eagle Finance in Clover, South Carolina, who holds the CFP and MBA credentials. Charles charges an ongoing planning fee and a percentage of assets (ongoing planning from $1,788 a year and 0.75% a year on the first tier of assets managed) and focuses on retirement planning, student loans and tax planning.
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Specialties
Facts
| Firm | Intrepid Eagle Finance |
|---|---|
| Based in | Clover, South Carolina |
| Fee model | Ongoing planning fee · Percentage of assets |
| Fees (firm's website) | Ongoing planning from $1,788 a year · 0.75% a year on the first tier of assets managed |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $5.9M across 49 accounts |
| Credentials | CFP · MBA |
| SEC registration | Investment adviser representative in SC · CRD 4997969 |
| Exams passed | Series 63 (2005) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | intrepideaglefinance.com |
| Profile |
How Charles's firm compares
- Ongoing planning starts at $1,788 a year, below the South Carolina median of $3,600 for fee-only firms that publish prices.
- Intrepid Eagle Finance's average account is about $121,000, from its Form ADV (assets managed divided by 49 accounts).
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Questions about Charles
Is Charles Thomas a fee-only financial advisor?
Yes. Charles Thomas is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Charles's firm.
How does Charles charge for financial advice?
Charles charges an ongoing planning fee and a percentage of assets.
How much does Charles charge?
According to Intrepid Eagle Finance's website, checked October 28, 2026: ongoing planning from $1,788 a year; 0.75% a year on the first tier of assets managed.
Does Charles work with clients virtually?
Yes. Intrepid Eagle Finance says on its website that it works with clients remotely.
Where is Charles Thomas based?
Charles Thomas is based in Clover, South Carolina.
What does Charles specialize in?
Charles's specialties include retirement planning, student loans, tax planning and estate & legacy planning.
What credentials does Charles Thomas hold?
Charles Thomas holds the CFP and MBA credentials.
Is Charles Thomas registered with the SEC?
Yes. Charles Thomas is registered as an investment adviser representative in SC (CRD 4997969), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Intrepid Eagle Finance manage?
Intrepid Eagle Finance reports $5.9M across 49 accounts in assets under management.
How do I contact Charles Thomas?
Through Charles's website, intrepideaglefinance.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Intrepid Eagle Finance website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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