Charles Williams
Anchor Investment Management · Columbia, South Carolina
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.
Request an introduction to Charles →
Specialties
Facts
| Firm | Anchor Investment Management |
|---|---|
| Based in | Columbia, South Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $1.52B across 2,159 accounts |
| SEC registration | Investment adviser representative in SC, TX · CRD 4453333 |
| Exams passed | Series 63 (2002) · Series 65 (2016) |
| Firm size | 17 employees |
| Disclosures | None reported |
| Website | www.anchorinvestmentmanagement.com |
How Charles's firm compares
- Anchor Investment Management's average account is about $702,000, from its Form ADV (assets managed divided by 2,159 accounts).
Request an introduction to Charles
Tell Charles a little about what you're looking for. Charles isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Charles
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.
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
- Anchor Investment 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.
See something wrong? Request a correction. Read our methodology.