# Charles Wyman

> Charles Wyman is a fee-only financial advisor at Seven Post Investment Office in San Francisco, California. Seven Post Investment Office reports charging a percentage of assets, fixed fees and performance-based fees on its Form ADV.

Page: https://find.wellspent.co/advisors/charles-wyman/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Seven Post Investment Office
- **Based in:** San Francisco, California
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees; Performance-based fees
- **Assets under management (firm):** $9.61B across 249 accounts
- **CRD:** 2734749 (https://adviserinfo.sec.gov/individual/summary/2734749)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 63 (1996)
- **Firm size:** 22 employees
- **Disclosures:** None reported
- **Website:** http://www.sevenpost.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Charles holds no broker registration, and Seven Post Investment Office 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, Seven Post Investment Office, reports charging a percentage of assets, fixed fees and performance-based fees on its SEC Form ADV.

### Where is Charles Wyman based?

Charles Wyman is based in San Francisco, California.

### Is Charles Wyman registered with the SEC?

Yes. Charles Wyman is registered as an investment adviser representative in CA (CRD 2734749), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Seven Post Investment Office manage?

Seven Post Investment Office reports $9.61B across 249 accounts in assets under management.

### How do I contact Charles Wyman?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2734749): 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

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.