# Charles Williams

> Charles Williams is a fee-only financial advisor at Anchor Investment Management in Columbia, South Carolina. Charles focuses on retirement planning. Anchor Investment Management reports charging a percentage of assets and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Anchor Investment Management
- **Based in:** Columbia, South Carolina
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $1.52B across 2,159 accounts
- **Specialties:** Retirement planning
- **CRD:** 4453333 (https://adviserinfo.sec.gov/individual/summary/4453333)
- **SEC registration:** Investment adviser representative in SC, TX
- **Exams passed:** Series 63 (2002), Series 65 (2016)
- **Firm size:** 17 employees
- **Disclosures:** None reported
- **Website:** http://www.anchorinvestmentmanagement.com

## Frequently asked questions

### Is Charles Williams a fee-only financial advisor?

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

### Where is Charles Williams based?

Charles Williams is based in Columbia, South Carolina.

### What does Charles specialize in?

Charles's specialties include retirement planning.

### Is Charles Williams registered with the SEC?

Yes. Charles Williams is registered as an investment adviser representative in SC and TX (CRD 4453333), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Anchor Investment Management manage?

Anchor Investment Management reports $1.52B across 2,159 accounts in assets under management.

### How do I contact Charles Williams?

Through Charles's website, www.anchorinvestmentmanagement.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4453333): 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://www.anchorinvestmentmanagement.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.