Charles
Evans

Astra Wealth Management Group

CRD#1940274
Investment Advisor
in Plano, TX

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About this Advisor

Charles Evans is a financial advisor based in Plano, Texas, working with Astra Wealth Management Group. Charles has previously held positions at Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC, Wells Fargo Advisors Financial Network, LLC, and Tyche Wealth Partners LLC Dba Astra Wealth Management Group. Charles has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, Charles is part of Astra Wealth Management Group, which operates out of Plano, Texas. The firm has 16 employees and manages assets totaling $1.1 billion. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Astra Wealth Management Group includes asset-based and hourly fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

5700 Granite Parkway Suite 330
Plano, TX 75024

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Astra Wealth Management Group Brokerage Details

Total Assets Under Management

$1,149,403,343

TX Average: $3,042,739,679
Total Number of Employees

16

TX Average: 49
Total Number of Accounts

2,796

TX Average: 2,315
Average Account Size

$411,088

TX Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Charles Evans Work History

2023 - Present (1 year)

Tyche Wealth Partners LLC Dba Astra Wealth Management Group

2019 - 2023 (4 years)

Wells Fargo Advisors Financial Network, LLC

2016 - 2019 (3 years)

Wells Fargo Clearing Services, LLC

2011 - 2016 (5 years)

Wells Fargo Advisors LLC

Disclosures

Please visit the SEC profile of Charles Evans to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Astra Wealth Management Group

Owen Mccabe
Plano, TX
Madison Broyles
Plano, TX
John Darden
Plano, TX
Charles Evans
Plano, TX
Robert Holland
Plano, TX
Steven Zurlis
Plano, TX
Candy Hawkins
Plano, TX
Gail Carrion
Plano, TX

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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