Charter Wealth Management

Who works here

• BP
  Brent Allen Plunkett
• CS
  Cheryl Ann Sova
• JT
  Justin Michael Taylor
• SB
  Scott Alan Bacon

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Services the firm offers

These describe the firm as a whole, not only this advisor.

• Financial planning
• Portfolio management
• Pension consulting
• Seminars and workshops

Charter Wealth Management

Legal name: Charter Wealth Management, Inc.

Official records

SEC data as of Nov 13, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Firm CRD

162299