# Diane Blackwelder

> Diane Blackwelder is a fee-only financial advisor at Charleston Financial Advisors in Charleston, South Carolina, who holds the CFP credential. Charleston Financial Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Charleston Financial Advisors
- **Based in:** Charleston, South Carolina
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $262.4M across 643 accounts
- **Credentials:** CFP
- **CRD:** 2246611 (https://adviserinfo.sec.gov/individual/summary/2246611)
- **SEC registration:** Investment adviser representative in GA, NC, SC, TX
- **Exams passed:** Series 63 (1996), Series 65 (1999)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** http://www.charlestonfinancial.net

## Frequently asked questions

### Is Diane Blackwelder a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Diane holds no broker registration, and Charleston Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Diane charge for financial advice?

Diane's firm, Charleston Financial Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Diane Blackwelder based?

Diane Blackwelder is based in Charleston, South Carolina.

### What credentials does Diane Blackwelder hold?

Diane Blackwelder holds the CFP credential.

### Is Diane Blackwelder registered with the SEC?

Yes. Diane Blackwelder is registered as an investment adviser representative in GA, NC, SC and TX (CRD 2246611), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Charleston Financial Advisors manage?

Charleston Financial Advisors reports $262.4M across 643 accounts in assets under management.

### How do I contact Diane Blackwelder?

Through Diane's website, www.charlestonfinancial.net.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2246611): 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.