Advisor at QTR Family Wealth, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
QTR Family Wealth, LLC
Location
Lake Mary, FL 32746
Credentials
CFP®, ChFC®, Series 63, Series 66
Industry experience
24 years
Charles Kunzelman is a CFP® and ChFC® with 24 years of experience in financial advisory roles. He is currently with QTR Family Wealth, LLC and previously worked at Schwab Private Client Investment Advisory, Inc., among other firms. Outside of his advisory role, he is a licensed life insurance agent and maintains property and casualty insurance licenses. QTR Family Wealth, LLC serves high-net-worth individuals, families, trusts, estates, and small businesses by providing comprehensive wealth management, portfolio management, retirement plan advisory, and business consulting services. The firm manages approximately $582.8 million in discretionary client assets and employs a manager-of-managers investment approach, including access to alternative strategies through pooled investment vehicles.
Based on QTR Family Wealth, LLC
Based on QTR Family Wealth, LLC
Flat annual or monthly fees may be charged depending on scope and complexity; business consulting fees are fixed and negotiated separately.
$0 - $1,999,999: 1.00% annually $2,000,000 - $4,999,999: 0.85% annually $5,000,000 - $9,999,999: 0.75% annually $10,000,000 - $24,999,999: 0.65% annually $25,000,000 - $49,999,999: 0.50% annually $50,000,000+: 0.30% annually
Certain financial professionals receive commissions for insurance product sales and brokerage services separately from advisory fees.
Hourly financial planning fees may be charged based on complexity and services provided, negotiated per client agreement.
Account minimum: $500,000 Fee-only: Financial planning fees generally range from $2,500 to $50,000 per engagement; fees are negotiable and may be fixed or hourly.
605 Crescent Executive Court, Suite 104
Lake Mary, FL 32746
Florida
IFP Securities, LLC
2025 - Present (1 year)
QTR Family Wealth, LLC
2024 - Present (2 years)
Metric Financial LLC
2023 - 2024 (1 year)
Bison Wealth, LLC
2022 - 2025 (3 years)
Schwab Private Client investment Advisory, Inc.
2012 - 2022 (10 years)
Charles Schwab
2012 - 2022 (10 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.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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.
CFP®, Series 66
Maitland, FL
Gen2 Advisors, LLC
CFP®, Series 63, Series 65
Lake Mary, FL
Haysley Financial Services, Inc.
CFP®, Series 66
Winter Park, FL
Venture Wealth Solutions LLC
Series 63, Series 65
Maitland, FL
Inspire Capital Management LLC
Series 63, Series 65, Series 66
Lake Mary, FL
Batman Wealth Management, LLC
Series 65
Lake Mary, FL
Alconbury Trust L.L.C
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")