Wendell Charles

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Invested In Your Success

Wealth Management Strategies for Individuals, Families, & Businesses.

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Financial Services

We provide a wide array of services to ensure good people make smart decisions with their money.

Financial & Retirement Planning

From major expense planning to long-term retirement, our wealth managers will craft a custom plan for your situation.

Investment Management

We will match your investment holdings with your risk tolerance, goals, and objectives.

Insurance & Risk Management

Protect what matters most through our insurance offerings.

Helping You Plan for the future

Custom Financial Plans & Reporting

Access your financial accounts and reports anywhere on any device. All provided by an experienced financial professional.

Independence Powered by LPL Financial

Through our relationship with LPL, we remain independently owned and operated, but the power and strength of a Fortune 500 company. (NASDAQ: LPLA)

About Us

Wendell Charles was built to help guide good people toward smart financial decisions. Our team is passionate about building and protecting wealth so you can be a positive force for your family and community. We look forward to earning your trust over time and working with you toward your goals

Frequently Asked Questions

Here are answers to our most commonly received questions.

Am I a good fit?

Our clients have a wide range of investable assets and net worth and work in many different industries. While we do not maintain a set ‘minimum’ of investable assets to work together, we work with clients who either have already accumulated substantial assets or are very committed to doing so. We do have a ‘no jerks’ policy which means a pleasant attitude and professional partnership is required regardless of asset level.

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Who should I contact with questions?

Send an email to info@wendellcharles.com and we will route it to the appropriate team member and reach out to you promptly.

You can also call our main office line and our team will ask a few questions and then route you to the appropriate team member.

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Can we meet in-person, online, or both?

We offer quarterly in-person meetings in the Los Angeles area, Chicago, and Davenport, Iowa. All other meetings are held virtually via Zoom.

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What are your fees?

Most commonly, the cost is 1% of assets we manage on your behalf. Financial planning typically ranges from $2k to $4k per custom plan. And for some products such as insurance, commissions are built in and fully disclosed.

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How do we get started working together?

Simply call our main office phone number at (888) 701-7305 or email info@wendellcharles.com

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Where are you located?

Our home office is in Davenport, Iowa and we also have an office in Manhattan Beach, CA since 2011.

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Testimonials

Client Testimonials

We greatly value our client relationships and aim to be your advisor to and through retirement.

Highly Satisfied!

“Evan and his WCF team have greatly assisted us with investment strategy, retirement planning, long-term care arrangement and faith-based donations across our entire portfolio. We could not be more satisfied and heartily endorse WCF, Evan and his team.”

Lee, Southern CA

COO & EVP

Knowledgeable & Attentive!

“Working with Evan and the team has helped get a better pulse on my finances while building a plan for my upcoming life events. Evan and the team are knowledgeable, personable, and attentive. I’m looking forward to continuing my partnership!

Max, Chicago, IL

Technology Executive

Impressive & Professional!

“My wife and I have enjoyed working with Evan Kirkpatrick and Wendell Charles for several years. Not only have we been impressed by the prosperity of our investments, but also with the integrity, and professionalism that guide their company.”

Damon, Los Angeles

Actor, Director

Simple pricing | CUSTOM SERVICE