Charter Wealth Management

Charter Wealth Management (CRD# 162299) is a financial advisory firm headquartered in Raleigh, NC. They manage $50,181,638 in 198 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    50
    MILLION
  • Total Number of Accounts
    198
    ACCOUNTS
  • Average Account Value
    $253,443
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, IL, MS, NC, TN, TX

Financial Advisors at Charter Wealth Management
Showing 1 - 2 of 2 top financial advisors.
1
Justin M. Taylor
CRD#: 4469795
Daphne, AL
96
Wealthminder
score

Justin Taylor (CRD# 4469795) is an Investment Advisor Representative working at Charter Wealth Management in Daphne, AL and has over 14 years of experience in the finance industry. Justin Taylor has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Brent A. Plunkett
CRD#: 5621748
8601 Six Forks Road, Suite 400, Raleigh, NC 27615
53
Wealthminder
score

Brent Plunkett (CRD# 5621748) is an Investment Advisor Representative working at Charter Wealth Management in Raleigh, NC and has over 7 years of experience in the finance industry.

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