Charles Vickery
Elevate Wealth Advisory · Athens, Georgia
Charles Vickery is a fee-only financial advisor at Elevate Wealth Advisory in Athens, Georgia, who holds the ChFC credential. Charles focuses on retirement planning, estate & legacy planning and tax planning. Elevate Wealth Advisory reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Elevate Wealth Advisory |
|---|---|
| Based in | Athens, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $385.5M across 1,706 accounts |
| Credentials | ChFC |
| SEC registration | Investment adviser representative in GA, TX · CRD 454591 |
| Exams passed | Series 63 (1982) |
| Firm size | 13 employees |
| Disclosures | None reported |
| Website | elevate-wealth.com |
How Charles's firm compares
- Elevate Wealth Advisory's average account is about $226,000, from its Form ADV (assets managed divided by 1,706 accounts).
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Questions about Charles
Is Charles Vickery a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Charles holds no broker registration, and Elevate Wealth Advisory 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, Elevate Wealth Advisory, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Charles Vickery based?
Charles Vickery is based in Athens, Georgia.
What does Charles specialize in?
Charles's specialties include retirement planning, estate & legacy planning, tax planning and small business owners.
What credentials does Charles Vickery hold?
Charles Vickery holds the ChFC credential.
Is Charles Vickery registered with the SEC?
Yes. Charles Vickery is registered as an investment adviser representative in GA and TX (CRD 454591), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Elevate Wealth Advisory manage?
Elevate Wealth Advisory reports $385.5M across 1,706 accounts in assets under management.
How do I contact Charles Vickery?
Through Charles's website, elevate-wealth.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
- Elevate Wealth Advisory 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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