Updated:
Chartered Wealth Management
Founded in 2012 and headquartered in Raleigh, North Carolina, Chartered Wealth Management is a registered investment adviser serving individuals, pension and...
Chartered Wealth Management
Founded in 2012 and headquartered in Raleigh, North Carolina, Chartered Wealth Management is a registered investment adviser serving individuals, pension and profit-sharing plans, trusts, and corporations. The firm operates as a fee-only fiduciary, meaning it does not earn commissions on product sales — an architecture that aligns its incentives with client outcomes rather than transaction volume. The firm builds multi-asset portfolios spanning equities, fixed income, exchange-traded funds, and alternative investments. It tailors allocations by client objective, with documented strategies for retirement income, tax-aware investing, and concentrated stock positions. The practice includes direct indexing, ETF model portfolios, and manager selection across public and private markets. Geographic exposure is weighted toward US markets, with tactical international allocations where client mandates permit. The firm is headquartered in Raleigh and serves clients primarily across North Carolina and the broader Southeast. While team size and asset totals are not publicly disclosed, the advisory structure includes credentialed planners holding CFP and CFA designations. A related entity, Chartered Retirement Solutions, provides actuarial and third-party administration services for employer-sponsored retirement plans, extending the group's reach into the defined-contribution ecosystem. Chartered Wealth Management's hybrid structure — pairing a fee-only RIA for individual and institutional clients with an affiliated retirement-plan administrator — creates an integrated pipeline. Plan participants who build assets inside employer-sponsored vehicles can transition to private wealth services without leaving the advisory ecosystem. That continuity, rare among regional wealth managers, constitutes the firm's primary structural differentiator.
General information
Firm type
Bank / Wealth / Trust
Year founded
2012
Location
Region
North America
Country
United States
City
Raleigh
Corporate office
Raleigh, NC, United States
Frequently asked questions
Is Chartered Wealth Management a fiduciary?
Yes. The firm is registered with the SEC as a Registered Investment Adviser and operates on a fee-only basis. As a fiduciary, it is legally required to place client interests ahead of its own. It does not earn commissions from the sale of financial products, which removes the conflict of interest common at broker-dealers.
What investment structures does the firm use?
Chartered Wealth Management constructs portfolios using individual equities, bonds, ETFs, and alternative investments. It employs direct indexing strategies alongside third-party manager selection. The firm also manages concentrated stock positions for clients who hold large single-company equity stakes.
How is Chartered Wealth Management related to Chartered Retirement Solutions?
Chartered Retirement Solutions is an affiliated entity that provides actuarial consulting and third-party administration for employer-sponsored retirement plans. The two firms share ownership and leadership. This dual structure allows retirement-plan participants who accumulate assets inside employer plans to transition to the RIA's private wealth services without switching advisory relationships.
What geographic region does the firm primarily serve?
The firm is headquartered in Raleigh and primarily serves clients across North Carolina and the broader Southeastern United States. Its registered address places it in the Research Triangle region, an area with a dense concentration of technology and life-sciences professionals — a demographic that often requires tax-aware equity compensation planning.
Does Chartered Wealth Management offer alternative investments?
Yes. The firm includes alternative investments as an asset class within its multi-asset portfolios. The specific structures — direct private placements, interval funds, or pooled vehicles — are determined by client qualification and mandate, as is standard for a fiduciary RIA operating under SEC suitability and accredited-investor requirements.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on asset managers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: