Get Started on Your Personalized Wealth Plan
We are proud to have our independence powered by the #1 independent broker/dealer* in the United States, LPL Financial, a publicly traded Fortune 500 company (NASDAQ:LPLA).
Welcome to our site and we look forward to connecting with you soon! 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.
– Evan Kirkpatrick, Founder & CEO
Lee A., Southern California
“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.”
Max Z., Chicago, IL
“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!
Damon C., Los Angeles, CA
“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.”
Our pricing structure is built to be transparent and simple to understand.
Financial Planning starting at
/flat fee
A complete, detailed picture of your financial roadmap:
✓ 90 day engagement
✓ Receive as needed consultations
✓ Creation of your formal plan document
Investment Management
/annually of managed account(s) balance
Outsource the day-to-day trading and management of your portfolio.
✓ Professional portfolio management
✓ Ongoing trading and account service
✓ Formal annual review
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.
If you think we can help, please feel free to reach out and we will discuss your specific situation.
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.
We offer quarterly in-person meetings in the Los Angeles area, Chicago, and Davenport, Iowa. All other meetings are held virtually via Zoom.
Yes, through our strategic partnerships with the Wendell Charles family of companies, our clients have access to tax preparation and filing as well as property and casualty insurance. Additional costs apply.
Visit our partnership company sites here:
Enter your email below to receive updates.
We’d love to hear from you! Drop us a line below and we’ll do our best to get back to you within one business day.
Greetings to our clients and friends! We have made a lot of upgrades to the company in recent years and noticed our website still looked the same. Now is a great time to enhance our digital presence and we are in the process of rebuilding the site as we embark on our next phase of…
Wendell Charles Wealth Management 