William Dunn
Charter Research & Investment Group · Southport, Connecticut
William Dunn is a fee-only financial advisor at Charter Research & Investment Group in Southport, Connecticut. William focuses on retirement planning, estate & legacy planning and family wealth transfer. Charter Research & Investment Group reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Charter Research & Investment Group |
|---|---|
| Based in | Southport, Connecticut |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $275.1M across 355 accounts |
| SEC registration | Investment adviser representative in CT · CRD 4670712 |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.charterinvestmentgroup.com |
| Profile |
How William's firm compares
- Charter Research & Investment Group's average account is about $775,000, from its Form ADV (assets managed divided by 355 accounts).
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Questions about William
Is William Dunn a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and Charter Research & Investment Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does William charge for financial advice?
William's firm, Charter Research & Investment Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is William Dunn based?
William Dunn is based in Southport, Connecticut.
What does William specialize in?
William's specialties include retirement planning, estate & legacy planning and family wealth transfer.
Is William Dunn registered with the SEC?
Yes. William Dunn is registered as an investment adviser representative in CT (CRD 4670712), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Charter Research & Investment Group manage?
Charter Research & Investment Group reports $275.1M across 355 accounts in assets under management.
How do I contact William Dunn?
Through William's website, www.charterinvestmentgroup.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
- Charter Research & Investment Group 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.
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