Business Details
15 Years
experience
Your Trusted Partner for Financial Planning and Wealth Management
Wendell Charles was founded in 2011 with a mission to help individuals, families, and businesses make smart financial decisions. Our team of experienced professionals specializes in crafting personalized wealth management strategies, investment plans, and insurance solutions tailored to each client's unique goals. We prioritize transparency, integrity, and long-term partnerships, ensuring clients receive actionable advice aligned with their risk tolerance and aspirations. With offices in Davenport, Iowa, and Manhattan Beach, California, we serve clients across 25+ states through in-person and virtual consultations.Our fee structure is straightforward, with asset management fees at 1% and financial planning costs ranging from $2,000 to $4,000. Backed by LPL Financial, a Fortune 500 firm, we combine independent service with institutional strength. Our no-jerks policy ensures a respectful, collaborative environment for all clients. By focusing on education and proactive planning, we empower clients to build, grow, and protect their wealth throughout their lives. Our commitment to excellence has earned us over 1,000 satisfied clients and a reputation as a trusted advisor in wealth management.
Services
Wealth Management
Financial Planning
Investment Management
Insurance Services
Retirement Planning
Tax Advisory
Details
- Year established: 2011
Highlights and features
- We offer personalized financial plans tailored to your unique goals.
- Our team includes experienced professionals with access to Fortune 500 resources.
- We maintain transparent fee structures with no hidden costs.
- We provide flexible meeting options in-person and virtually.
- Our no-jerks policy ensures respectful, client-focused service.
Associations and certifications
- FINRA
- SIPC
- LPL Financial
What people say
Highly satisfied
Knowledgeable & attentive
Impressed by prosperity
Integrity and professionalism
Positive force for families
Services
Wealth Management
Our wealth management services create customized strategies to grow and protect your assets. We analyze your financial situation, risk tolerance, and long-term goals to develop comprehensive plans that adapt to life changes. Clients benefit from ongoing portfolio adjustments and performance tracking.
Financial Planning
We develop detailed financial roadmaps covering retirement, education funding, and major life events. Our planners use advanced tools to project cash flow needs and optimize tax-efficient savings strategies. Clients receive regular progress updates and adjustments as circumstances evolve.
Investment Management
Our investment services match your risk profile with diversified portfolios of stocks, bonds, and alternative assets. We employ evidence-based strategies focused on long-term growth while maintaining liquidity for immediate needs. Regular rebalancing ensures alignment with your objectives.
Insurance Services
We provide comprehensive insurance solutions to protect against financial risks. Our offerings include life, disability, and long-term care policies tailored to individual and business needs. We help clients understand coverage options and select appropriate protection levels.
Tax Advisory
Our tax advisory services focus on minimizing liabilities through strategic planning. We coordinate with your accounting team to implement tax-efficient investment strategies and retirement account management. Clients receive annual reviews to optimize deductions and credits.
People
Evan Kirkpatrick
Founder
Evan founded Wendell Charles in 2011, inspired by his grandfather's financial wisdom. He leads the firm's strategic direction and client relationships, bringing over 15 years of experience in wealth management and financial planning.
Andreas Reiter
Investment Representative
Andreas joined Wendell Charles as Investment Representative, specializing in portfolio construction and market analysis. He brings 10 years of experience in investment advisory services and client portfolio management.
Questions
What types of clients do you work with?
We serve individuals, families, and businesses at various wealth stages without minimum asset requirements.
How are your fees structured?
Asset management fees are 1%, financial plans cost $2,000–$4,000, and insurance commissions are fully disclosed.
Do you offer virtual consultations?
Yes, we provide virtual meetings via Zoom for clients outside Los Angeles, Chicago, and Davenport.
What locations do you serve?
We work with clients across 25+ U.S. states from our offices in Iowa and California.
