Charlotte Disley
Cahaba Wealth Management · Atlanta, Georgia
Charlotte Disley is a fee-only financial advisor at Cahaba Wealth Management in Atlanta, Georgia, who holds the CFP credential. Cahaba Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Cahaba Wealth Management |
|---|---|
| Based in | Atlanta, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $2.06B across 888 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in AL, GA · CRD 7854309 |
| Exams passed | Series 65 (2023) |
| Firm size | 23 employees |
| Disclosures | None reported |
| Website | www.cahabawealth.com |
How Charlotte's firm compares
- Cahaba Wealth Management's average account is about $2.3 million, from its Form ADV (assets managed divided by 888 accounts).
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Questions about Charlotte
Is Charlotte Disley a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Charlotte holds no broker registration, and Cahaba Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Charlotte charge for financial advice?
Charlotte's firm, Cahaba Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Charlotte Disley based?
Charlotte Disley is based in Atlanta, Georgia.
What credentials does Charlotte Disley hold?
Charlotte Disley holds the CFP credential.
Is Charlotte Disley registered with the SEC?
Yes. Charlotte Disley is registered as an investment adviser representative in AL and GA (CRD 7854309), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Cahaba Wealth Management manage?
Cahaba Wealth Management reports $2.06B across 888 accounts in assets under management.
How do I contact Charlotte Disley?
Through Charlotte's website, www.cahabawealth.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
- 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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