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Charles Strickland

15 Years of Experience
Watkinsville, GA
1 DisclosureBrokerSells Insurance

Charles Strickland is a registered investment advisor at Arkadios Wealth Advisors, based in Watkinsville, GA, with 15 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 12,091 clients with $3.9B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
209 advisors
Number of Clients
12,091 clients
Average Client Portfolio
$319K average
Assets Under Management
$3.9B

Fee Structure

Minimum Investment:$50K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$125
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.00%
$250K - $500K1.75%
$500K+1.50%

Existing clients may have different fee schedules based on agreements prior to March 2021. Clients at NFS will be charged a minimum fee of $10.42 monthly. Fees may be negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Watkinsville, GA

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History

Regulatory History (1)
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Judgment / Lien
December 2025
Other Business ActivitiesSells Insurance

Charles operates under the DBA Foothills Financial, offering long-term care insurance and traditional life insurance products since 2016. He dedicates a few hours per week to this activity, all during trading hours.

Employment History
Current Registrations
Arkadios Wealth Advisors
February 2026 - Present · 7 mos
Arkadios Capital
February 2026 - Present · 7 mos
Arkadios CapitalBroker
February 2026 - Present · 7 mos
Previous Registrations
Dempsey Lord Smith, LLC
January 2026 - February 2026 · 1 mo
Cambridge Investment Research Advisors, INC.
November 2025 - February 2026 · 3 mos
Cambridge Investment Research, INC.Broker
November 2025 - February 2026 · 3 mos
Dempsey Lord Smith, LLC
January 2019 - December 2025 · 6 yrs 11 mos
Dempsey Lord Smith, LLCBroker
January 2019 - November 2025 · 6 yrs 10 mos
Lincoln Financial Advisors Corporation
January 2017 - March 2019 · 2 yrs 2 mos
Lincoln Financial Advisors CorporationBroker
December 2016 - March 2019 · 2 yrs 3 mos
Cetera Investment Advisers LLC
January 2014 - December 2016 · 2 yrs 11 mos
Cetera Investment Services LLCBroker
January 2014 - December 2016 · 2 yrs 11 mos
Cetera Investment Services LLC
January 2014 - January 2014 · 0 mos
Fsc Securities Corporation
December 2011 - January 2014 · 2 yrs 1 mo
Fsc Securities CorporationBroker
December 2011 - January 2014 · 2 yrs 1 mo
VALIC Financial Advisors, INC.
August 2010 - December 2011 · 1 yr 4 mos
VALIC Financial Advisors, INC.Broker
July 2010 - December 2011 · 1 yr 5 mos
State Registrations6 states
CTGAINNCNMTX
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.