Scott Bacon
Charter Wealth Management · Raleigh, North Carolina
Scott Bacon is a fee-only financial advisor at Charter Wealth Management in Raleigh, North Carolina, who holds the CFP credential. Charter Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Charter Wealth Management |
|---|---|
| Based in | Raleigh, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $195.6M across 232 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NC · CRD 6041063 |
| Exams passed | Series 66 (2012) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.charterwm.com |
How Scott's firm compares
- Charter Wealth Management's average account is about $843,000, from its Form ADV (assets managed divided by 232 accounts).
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Questions about Scott
Is Scott Bacon a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Scott holds no broker registration, and Charter Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Scott charge for financial advice?
Scott's firm, Charter Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Scott Bacon based?
Scott Bacon is based in Raleigh, North Carolina.
What credentials does Scott Bacon hold?
Scott Bacon holds the CFP credential.
Is Scott Bacon registered with the SEC?
Yes. Scott Bacon is registered as an investment adviser representative in NC (CRD 6041063), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Charter Wealth Management manage?
Charter Wealth Management reports $195.6M across 232 accounts in assets under management.
How do I contact Scott Bacon?
Through Scott's website, www.charterwm.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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