Charles Von Stackelberg
Radius Wealth Management · Boston, Massachusetts
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.
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Specialties
Who they serve
- Retirees
- Pre-retirees
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 |
| Assets under management | $158.7M across 300 accounts |
| Credentials | ChFC |
| SEC registration | Investment adviser representative in MA · CRD 6557302 |
| Exams passed | Series 65 (2016) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | radiuswealth.com |
How Charles's firm compares
- Radius Wealth Management's average account is about $529,000, from its Form ADV (assets managed divided by 300 accounts).
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Questions about Charles
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.
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
- Radius Wealth Management 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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