# Charles Von Stackelberg

> Charles Von Stackelberg is a fee-only financial advisor at Radius Wealth Management in Boston, Massachusetts, who holds the ChFC credential. Charles focuses on retirement planning and sustainable & impact investing. Radius Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Radius Wealth Management
- **Based in:** Boston, Massachusetts
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $158.7M across 300 accounts
- **Credentials:** ChFC
- **Specialties:** Retirement planning, Sustainable & impact investing
- **Works with:** Retirees, Pre-retirees
- **CRD:** 6557302 (https://adviserinfo.sec.gov/individual/summary/6557302)
- **SEC registration:** Investment adviser representative in MA
- **Exams passed:** Series 65 (2016)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** https://radiuswealth.com/

## Frequently asked questions

### Is Charles Von Stackelberg a fee-only financial advisor?

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

### Where is Charles Von Stackelberg based?

Charles Von Stackelberg is based in Boston, Massachusetts.

### What does Charles specialize in?

Charles's specialties include retirement planning and sustainable & impact investing. Charles works with retirees and pre-retirees.

### What credentials does Charles Von Stackelberg hold?

Charles Von Stackelberg holds the ChFC credential.

### Is Charles Von Stackelberg registered with the SEC?

Yes. Charles Von Stackelberg is registered as an investment adviser representative in MA (CRD 6557302), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Radius Wealth Management manage?

Radius Wealth Management reports $158.7M across 300 accounts in assets under management.

### How do I contact Charles Von Stackelberg?

Through Charles's website, radiuswealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6557302): 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://radiuswealth.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.