George Acheampong
CapitalWize · Charlotte, North Carolina
George Acheampong is a fee-only financial advisor at CapitalWize in Charlotte, North Carolina. CapitalWize reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to George →
Who they serve
- Founders
Facts
| Firm | CapitalWize |
|---|---|
| Based in | Charlotte, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $272K across 101 accounts |
| SEC registration | Investment adviser representative in NC · CRD 5982867 |
| Exams passed | Series 65 (2016) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.capitalwize.co |
| Profile |
Request an introduction to George
Tell George a little about what you're looking for. George 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 George
Is George Acheampong a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: George holds no broker registration, and CapitalWize reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does George charge for financial advice?
George's firm, CapitalWize, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is George Acheampong based?
George Acheampong is based in Charlotte, North Carolina.
Is George Acheampong registered with the SEC?
Yes. George Acheampong is registered as an investment adviser representative in NC (CRD 5982867), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does CapitalWize manage?
CapitalWize reports $272K across 101 accounts in assets under management.
How do I contact George Acheampong?
Through George's website, www.capitalwize.co.
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
- CapitalWize 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.
See something wrong? Request a correction. Read our methodology.