Charles Tune is a registered investment advisor at Cht Group, INC., based in El Paso, TX, with 22 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
IM Fee
Planning only
Assets Under Management
$4.4M
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Location
El Paso, TX
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Regulatory History (2)
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Judgment / Lien
May 2000Regulatory
March 1998Final
Other Business Activities
Charles is a Certified Public Accountant operating as a sole proprietor since 1997. He dedicates about half of his time to his CPA practice, providing standard CPA services.
Employment History
Current Registrations
Cht Group, INC.
January 2026 - Present · 4 mos
Previous Registrations
Cht Group, INC.
January 2019 - December 2025 · 6 yrs 11 mos
Cht Group, INC.
March 2013 - December 2018 · 5 yrs 9 mos
Cfo Solutions LLC
February 2009 - July 2017 · 8 yrs 5 mos
Xelan Financial Planning, INC.
October 2004 - December 2004 · 2 mos
Greenbook Investment Management, INC.
October 2004 - October 2009 · 5 yrs
Xelan Financial Planning, INC.
January 2004 - July 2004 · 6 mos
Xelan Investment Services, INC.
February 2002 - January 2003 · 11 mos
State Registrations1 state
TX
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.