CC
CC
Charles Crouch is a registered investment advisor at Financial Wellness Solutions, LLC, based in Cape Coral, FL, with 9 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 8 clients with $2.6M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only
Assets Under Management
$2.5M
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Location
Cape Coral, FL
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Financial Wellness Solutions, LLC
January 2024 - Present · 2 yrs 4 mos
Previous Registrations
Financial Wellness Solutions, LLC
September 2015 - April 2023 · 7 yrs 7 mos
State Registrations1 state
FL
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.