Charles Wood
Cardea Capital Advisors · Vero Beach, Florida
Charles Wood is a fee-only financial advisor at Cardea Capital Advisors in Vero Beach, Florida, who holds the CFP credential. Charles focuses on cross-border (US / Canada), family wealth transfer and sustainable & impact investing. Cardea Capital Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Ultra high net worth
- Multi-generational families
Facts
| Firm | Cardea Capital Advisors |
|---|---|
| Based in | Vero Beach, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $124.2M across 393 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in GA · CRD 4081749 |
| Exams passed | Series 66 (2000) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | cardeacap.com |
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Questions about Charles
Is Charles Wood a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Charles holds no broker registration, and Cardea Capital Advisors 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, Cardea Capital Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Charles Wood based?
Charles Wood is based in Vero Beach, Florida.
What does Charles specialize in?
Charles's specialties include cross-border (US / Canada), family wealth transfer, sustainable & impact investing and estate & legacy planning. Charles works with ultra high net worth and multi-generational families.
What credentials does Charles Wood hold?
Charles Wood holds the CFP credential.
Is Charles Wood registered with the SEC?
Yes. Charles Wood is registered as an investment adviser representative in GA (CRD 4081749), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Cardea Capital Advisors manage?
Cardea Capital Advisors reports $124.2M across 393 accounts in assets under management.
How do I contact Charles Wood?
Through Charles's website, cardeacap.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
- Cardea Capital Advisors 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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