# Michael Charles

> Michael Charles is a fee-only financial advisor at Wallington Asset Management in Indianapolis, Indiana, who holds the CFP credential. Wallington Asset Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Wallington Asset Management
- **Based in:** Indianapolis, Indiana
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $1.32B across 930 accounts
- **Credentials:** CFP
- **CRD:** 2085035 (https://adviserinfo.sec.gov/individual/summary/2085035)
- **SEC registration:** Investment adviser representative in FL, IN, NY
- **Exams passed:** Series 63 (1990), Series 65 (2000)
- **Firm size:** 17 employees
- **Disclosures:** None reported
- **Website:** http://www.wallington.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Michael holds no broker registration, and Wallington Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Michael charge for financial advice?

Michael's firm, Wallington Asset Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Michael Charles based?

Michael Charles is based in Indianapolis, Indiana.

### What credentials does Michael Charles hold?

Michael Charles holds the CFP credential.

### Is Michael Charles registered with the SEC?

Yes. Michael Charles is registered as an investment adviser representative in FL, IN and NY (CRD 2085035), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Wallington Asset Management manage?

Wallington Asset Management reports $1.32B across 930 accounts in assets under management.

### How do I contact Michael Charles?

Through Michael's website, www.wallington.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2085035): 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.