Charles Womack
Womack Wealth and Business Management · Manhattan Beach, California
Charles Womack is a fee-only financial advisor at Womack Wealth and Business Management in Manhattan Beach, California. Charles focuses on estate & legacy planning and retirement planning. Womack Wealth and Business Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Ultra high net worth
- Multi-generational families
- Founders
Facts
| Firm | Womack Wealth and Business Management |
|---|---|
| Based in | Manhattan Beach, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Fees (firm's website) | Typically works with clients with $1,000,000 or more |
| Assets under management | $406.9M across 601 accounts |
| SEC registration | Investment adviser representative in AZ, CA, LA, TX · CRD 471691 |
| Exams passed | Series 63 (2009) · Series 65 (2002) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.womackwealthmanagement.com |
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Questions about Charles
Is Charles Womack a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Charles holds no broker registration, and Womack Wealth and Business 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, Womack Wealth and Business Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
How much does Charles charge?
According to Womack Wealth and Business Management's website, checked October 30, 2026: typically works with clients with $1,000,000 or more.
Where is Charles Womack based?
Charles Womack is based in Manhattan Beach, California.
What does Charles specialize in?
Charles's specialties include estate & legacy planning and retirement planning. Charles works with ultra high net worth, multi-generational families and founders.
Is Charles Womack registered with the SEC?
Yes. Charles Womack is registered as an investment adviser representative in AZ, CA, LA and TX (CRD 471691), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Womack Wealth and Business Management manage?
Womack Wealth and Business Management reports $406.9M across 601 accounts in assets under management.
How do I contact Charles Womack?
Through Charles's website, www.womackwealthmanagement.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
- Womack Wealth and Business 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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