Advisor at Steele Financial Studios
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Firm
Steele Financial Studios
Location
Atlanta, GA 30339
Credentials
CFP®, Series 66
Industry experience
20 years
Charles Steele is a CFP® and holds a Series 66 license, with 20 years of experience in the financial industry. He has worked at Kestra Advisory, Kestra Investment Services, and Cambridge Investment Research prior to founding Steele Advisory LLC. Steele is also a licensed insurance agent, spending a limited amount of time on insurance sales and implementation. Steele Financial Studios provides discretionary investment management, comprehensive financial planning, and retirement plan advisory services to individuals, high-net-worth clients, businesses, and plan sponsors. The firm emphasizes fundamental analysis and a long-term investment approach, incorporating low-cost mutual funds, ETFs, individual securities, and unaffiliated independent managers, with a notable focus on pension and retirement plan consulting.
Based on Steele Financial Studios
Standalone financial planning services: $5,000 to $10,000 per engagement
$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.85% $5,000,001 - $10,000,000: 0.70% $10,000,001+: 0.60%
Ongoing financial planning services: $100 to $500 per month
Account minimum: $250,000 Fee-only: Standalone financial planning services: $5,000 to $10,000 per engagement; Ongoing financial planning services: $100 to $500 per month
3101 Cobb Pkwy Se, Suite 124
Atlanta, GA 30339
Georgia · Virginia
Steele Advisory LLC
2025 - Present (1 year)
Kestra Advisory
2017 - 2025 (8 years)
Kestra Investment Services, LLc
2017 - 2025 (8 years)
Cambridge Investment Research Advisors
2015 - 2017 (2 years)
Cambridge Investment Research, Inc.
2015 - 2017 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 66
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