Charles Tran
Wealth Architects · Mountain View, California
Charles Tran is a fee-only financial advisor at Wealth Architects in Mountain View, California, who holds the CFP credential. Charles focuses on sustainable & impact investing. Wealth Architects reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Wealth Architects |
|---|---|
| Based in | Mountain View, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $2.42B across 3,047 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 7688881 |
| Exams passed | Series 65 (2021) |
| Firm size | 23 employees |
| Disclosures | None reported |
| Website | www.wealtharchitects.com |
How Charles's firm compares
- Wealth Architects's average account is about $793,000, from its Form ADV (assets managed divided by 3,047 accounts).
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Questions about Charles
Is Charles Tran a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Charles holds no broker registration, and Wealth Architects 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, Wealth Architects, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Charles Tran based?
Charles Tran is based in Mountain View, California.
What does Charles specialize in?
Charles's specialties include sustainable & impact investing.
What credentials does Charles Tran hold?
Charles Tran holds the CFP credential.
Is Charles Tran registered with the SEC?
Yes. Charles Tran is registered as an investment adviser representative in CA (CRD 7688881), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Wealth Architects manage?
Wealth Architects reports $2.42B across 3,047 accounts in assets under management.
How do I contact Charles Tran?
Through Charles's website, www.wealtharchitects.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
- Wealth Architects 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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