Charles Webb
Alder Financial Group · Atlant, Georgia
Charles Webb is a fee-only financial advisor at Alder Financial Group in Atlant, Georgia. Alder Financial Group reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Alder Financial Group |
|---|---|
| Based in | Atlant, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $224.1M across 249 accounts |
| SEC registration | Investment adviser representative in AL, GA · CRD 1711187 |
| Exams passed | Series 63 (1987) · Series 65 (1995) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | alderfinancial.com |
How Charles's firm compares
- Alder Financial Group's average account is about $900,000, from its Form ADV (assets managed divided by 249 accounts).
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Questions about Charles
Is Charles Webb a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Charles holds no broker registration, and Alder Financial Group 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, Alder Financial Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Charles Webb based?
Charles Webb is based in Atlant, Georgia.
Is Charles Webb registered with the SEC?
Yes. Charles Webb is registered as an investment adviser representative in AL and GA (CRD 1711187), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Alder Financial Group manage?
Alder Financial Group reports $224.1M across 249 accounts in assets under management.
How do I contact Charles Webb?
Through Charles's website, alderfinancial.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
- 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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