Charles Wyman
Seven Post Investment Office · San Francisco, California
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.
Request an introduction to Charles →
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 | $9.61B across 249 accounts |
| SEC registration | Investment adviser representative in CA · CRD 2734749 |
| Exams passed | Series 63 (1996) |
| Firm size | 22 employees |
| Disclosures | None reported |
| Website | www.sevenpost.com |
| Profile |
How Charles's firm compares
- Seven Post Investment Office's average account is about $38.6 million, from its Form ADV (assets managed divided by 249 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 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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in San Francisco
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
- 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.