A complete list of active advisors currently associated with The Charles Towne Agency

Warmer can help you find a great advisor at The Charles Towne Agency or one who fits your needs even better.

The Charles Towne Agency is a state-registered investment advisory firm that provides fee-only financial planning on an hourly basis to high-net-worth individuals and families, alongside services for trusts, endowments, pension plans, corporations and other institutional clients. Services described in the brochure include retirement and education planning, charitable-giving and tax and estate guidance, as well as advice related to mortgages and insurance. The firm generally does not manage portfolios or accept discretionary authority, instead delivering non-discretionary recommendations and written financial plans informed by traditional research sources and the integration of artificial intelligence. CTA operates on an hourly, fee-only billing model and does not use percentage-of-AUM or performance-based fee arrangements, a combination that is uncommon among firms in the investment-manager category. Distinctive features include its recent formation and operation under a single principal who oversees compliance and reviews, its explicit policy of not taking custody of client assets or receiving third-party commissions, and its stated focus on providing planning and recommendations rather than portfolio management. Serving both high-net-worth individuals and institutional entities while centering on hourly, non-discretionary advice sets the firm apart from many peer investment managers that typically charge AUM-based fees and provide discretionary portfolio management.

To learn more about the advisors currently working at The Charles Towne Agency, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.