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CFP

Charles Wilensky

LPL Financial LLC
25 Years of Experience
King of Prussia, PA
BrokerSells Insurance
View SEC Summary
View SEC Summary

Charles Wilensky is a CFP-designated registered investment advisor at LPL Financial LLC, based in King of Prussia, PA, with 25 years of industry experience. Charles is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

250 Tanglewood Lane, King of Prussia, PA, 19406

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History

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.

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Other Business ActivitiesSells Insurance

Charles operates CPC Financial Planning, Inc. as a DBA for his LPL business. He is also a CPA with Clairmont & Paciello & Co PC, dedicating nearly full-time hours to tax preparation and accounting, and has a business entity for tax/investment purposes. Charles is also an agent for life, health, and disability insurance.

Employment History
Current Registrations
LPL Financial LLC
December 2019 - Present · 6 yrs 10 mos
LPL Financial LLCBroker
December 2019 - Present · 6 yrs 10 mos
Cpc Financial Planning, INC
June 2001 - Present · 25 yrs 4 mos
Previous Registrations
Royal Alliance Associates, INC.Broker
January 2001 - December 2019 · 18 yrs 11 mos
State Registrations9 states
AZCADEFLMINJORPAVA
AdvisorBrokerBoth

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.
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