Unclaimed Profile

Sarah Karp Charles

DIXON HUGHES GOODMAN WEALTH ADVISORS LLC·ASHEVILLE, North Carolina

Series 65Clean record18 years registeredDIXON HUGHES GOODMAN WEALTH ADVISORS LLC

500 RIDGEFIELD COURT, SUITE 100, ASHEVILLE, NC 28806CRD# 5461219Firm CRD# 109279

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Sarah Karp Charles · ASHEVILLE, NC

Registration

CRD #5461219 · DIXON HUGHES GOODMAN WEALTH ADVISORS LLC · 18 years registered

Brand Profile

Not yet started

Career History

SANCTUARY FINANCIAL PLANNING, LLC

Jul 2023 – present

FORVIS WEALTH ADVISORS, LLC

Jun 2022 – Jun 2023

Charlotte, NC

DIXON HUGHES GOODMAN WEALTH ADVISORS LLC

Jan 2017 – Aug 2022

Charlotte, NC

DIXON HUGHES GOODMAN WEALTH ADVISORS LLC

Feb 2008 – Dec 2016

CHARLOTTE, NC

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · February 4, 2008

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

DIXON HUGHES GOODMAN WEALTH ADVISORS LLC

CRD 109279 · SEC 801-58035

AUM

$2.2B

Regulatory assets under management

Employees

5,168 client accounts

Services offered by DIXON HUGHES GOODMAN WEALTH ADVISORS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at DIXON HUGHES GOODMAN WEALTH ADVISORS LLC →

Introduction

Speak with Sarah

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Sarah is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in ASHEVILLE?

Browse all registered financial advisors in ASHEVILLE, North Carolina or claim this profile if it's yours.

Browse ASHEVILLE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Sarah Karp Charles offer?

Sarah Karp Charles specializes in Financial Planning, Investment Management. Contact their office in ASHEVILLE, North Carolina for a consultation.

What are Sarah Karp Charles's credentials?

Sarah Karp Charles is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Sarah Karp Charles located?

Sarah Karp Charles is based in ASHEVILLE, North Carolina, working with DIXON HUGHES GOODMAN WEALTH ADVISORS LLC. Their office serves clients in the ASHEVILLE metropolitan area and surrounding communities.

How does Sarah Karp Charles charge for services?

Sarah Karp Charles's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is DIXON HUGHES GOODMAN WEALTH ADVISORS LLC?

DIXON HUGHES GOODMAN WEALTH ADVISORS LLC has approximately 38 employees and manages $2.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →