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Charles Edward Thoele

RGT WEALTH ADVISORS, LLC·DALLAS, Texas
Clean recordRGT WEALTH ADVISORS, LLC
5950 SHERRY LANE, STE. 600, DALLAS, TX 75225CRD# 1305006Firm CRD# 104953

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Charles Edward Thoele · DALLAS, TX
Registration
CRD #1305006 · RGT WEALTH ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Charles Edward Thoele is a registered financial advisor based in DALLAS, Texas, affiliated with RGT WEALTH ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
RGT WEALTH ADVISORS, LLC
RGT WEALTH ADVISORS
AUM
$5.8B
Regulatory assets under management
Employees
68
Total firm employees
View all advisors at RGT WEALTH ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 1305006
Firm CRD# 104953
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Charles Edward Thoele offer?
Charles Edward Thoele specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in DALLAS, Texas for a consultation.
What are Charles Edward Thoele's credentials?
Charles Edward Thoele is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Charles Edward Thoele located?
Charles Edward Thoele is based in DALLAS, Texas, working with RGT WEALTH ADVISORS, LLC. Their office serves clients in the DALLAS metropolitan area and surrounding communities.
How does Charles Edward Thoele charge for services?
Charles Edward Thoele's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is RGT WEALTH ADVISORS, LLC?
RGT WEALTH ADVISORS, LLC has approximately 68 employees and manages $5.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at RGT WEALTH ADVISORS, LLC

Ashley Davis Blanchette
DALLAS, TX
Gregory Thomas Bone
DALLAS, TX
Jaime E Ross
DALLAS, TX
John Alexander Bricker
DALLAS, TX
Peter Alan Lodwick
DALLAS, TX
Anne K Hill
DALLAS, TX

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