Charles James Wetzel
Investment adviser representative at Arkadios Wealth Advisors
18 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$8.8BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
18 years in the industry.
- Arkadios Wealth AdvisorsMar 2026 to now
- Arkadios CapitalMar 2026 to now
- Kestra Advisory Services, LLCJun 2017 to Mar 2026
- Kestra Investment Services, LLCJun 2017 to Mar 2026
- Midatlantic Retirement Planning SpecialistsJul 2012 to Mar 2026
- Wetzel & Associates, LLCOct 2008 to Mar 2026
- Cadaret, Grant & Co., Inc.Oct 2008 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1989
State registrations
Registered as an investment adviser representative in 2 states (MD, TX).
Arkadios Wealth Advisors
Legal name: Arkadios Wealth Advisors LLC
$8.8BAssets managed
14,886Clients
223Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1934341
- Firm CRD
- 288863