RBC Capital Markets
47yrs
Top advisor by experience in Orlando
33yrs
Charles Achoa
Financial advisor at Proxy Wealth Advisors
Based in Orlando, Florida, Charles Achoa is a fiduciary financial advisor with 33 years of industry experience. Charles has been with Proxy Wealth Advisors since 2026. Proxy Wealth Advisors offers financial planning and investment management and is paid through a percentage of assets, hourly fees, and flat fees.
One of 1039 advisors with offices in Orlando, and one of 968 fiduciaries.
At a glance
Experience33 years (since 1994)
How that compares ?Top advisor by experience at Proxy Wealth Advisors
OfficeOrlando, FL
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$122,269
Advisors at the firm10
States licensed ?1 state
Services through Proxy Wealth Advisors
Financial planningInvestment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Jul 2026 – nowProxy Wealth Advisors LLCCurrent firm
Contact Charles
(646) 289-5075Firm headquarters in Windermere, FL. Ask for Charles. Orlando, FLOffice · Get directions Firm websitewww.proxywealth.comIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Charles
Tailored to Charles’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Charles
How do I contact Charles?
Call Proxy Wealth Advisors at (646) 289-5075 and ask for Charles Achoa. Charles works from the Orlando, FL office.
How long has Charles been a financial advisor?
Charles has been in the industry since 1994, about 33 years. Top advisor by experience at Proxy Wealth Advisors.
What licenses does Charles hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Charles a fiduciary?
Charles is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Charles paid?
Proxy Wealth Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Charles for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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