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Charles Mitten Fox

Charles M. Fox

BURGESS INVESTMENT GROUP | Financial Consultant
Alpharetta, GA 30009
Some features on this profile are disabled
CRD#: 6245285
Charles Mitten Fox
Charles Mitten FoxBURGESS INVESTMENT GROUP

Professional summary

Charles Mitten Fox, CFP®, who also goes by Charlie Mitten Fox, is a registered financial advisor currently at BURGESS INVESTMENT GROUP, LLC located in Alpharetta, Georgia.

Charles is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Charles has worked at 10 firms and has passed the Series 66, SIE and Series 7 exams.

At a Glance

Always Fiduciary
Min. Asset: Under $50K

Services Offered

Retirement Planning
Comprehensive Financial Planning
Insurance Planning
Investment Planning

Biography

I have been in the financial industry for over 9 years and have worked with clients and families like yours. I have a true passion for wealth planning and take pride in helping clients strive for their financial goals. Fidelity is a trusted brand in the financial industry providing options for all types of investors. I am laser focused on helping clients pursue their future.

Aliases

Charlie Mitten Fox

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Three Bridges Financial Group; Not Investment Related; 11675 Rainwater Dr #600 Alpharetta, GA 30009; Insurance & Annuity Sales; Financial Advisor; 2/2026; Approx. 40hrs/Mo; Approx. 40hrs/Mo during Securities Trading Hours; It is my job to bring in clients and sign them up for the wealth management and see if they need any insurance products to help complete the financial plan.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Charles Mitten Fox's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2017

Education

Ohio University

Bachelor of Science (BS) - Liberal Arts

2010

Experience

Current

July 24, 2026 - Present

BURGESS INVESTMENT GROUP, LLC

Office #1: 3050 Northwinds Parkway, Alpharetta, GA 30009
RIA
CRD#: 318698
Alpharetta, GA
Past

February 20, 2026 - May 11, 2026

AE WEALTH MANAGEMENT, LLC

RIA
CRD#: 282580
Alpharetta, GA
Past

March 31, 2025 - December 9, 2025

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
PHOENIX, AZ
Past

March 26, 2020 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
SCOTTSDALE, AZ
Past

March 17, 2020 - December 9, 2025

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
PHOENIX, AZ
Past

January 24, 2020 - March 11, 2020

EDELMAN FINANCIAL ENGINES

RIA
CRD#: 104510
PHOENIX, AZ
Past

September 12, 2019 - November 5, 2019

MML INVESTORS SERVICES, LLC

RIA
CRD#: 10409
SCOTTSDALE, AZ
Past

September 9, 2019 - November 5, 2019

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
SCOTTSDALE, AZ
Past

September 13, 2016 - July 25, 2019

VANGUARD ADVISERS, INC.

RIA
CRD#: 106715
SCOTTSDALE, AZ
Past

June 15, 2015 - July 25, 2019

VANGUARD MARKETING CORPORATION

BD
CRD#: 7452
SCOTTSDALE, AZ
Past

December 17, 2013 - January 26, 2015

EDWARD JONES

RIA
CRD#: 250
SCOTTSDALE, AZ
Past

October 21, 2013 - January 26, 2015

EDWARD JONES

BD
CRD#: 250
SCOTTSDALE, AZ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BI
BURGESS INVESTMENT GROUP, LLC
BURGESS INVESTMENT GROUP, LLC | CREATIVE WEALTH DESIGNERS, LLC

CRD#: 318698 / SEC#: 801-135075

RIA
Registered Investment Advisory firm - (1/2/2026 Approved)
South Carolina
Registered Investment Advisory firm - (4/8/2022 Approved)
Texas
Registered Investment Advisory firm - (10/21/2022 Conditional Restricted)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Georgia
(7/28/2026)
IAR
South Carolina
(7/24/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 12/9/2013
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/21/2013
General Securities Representative Examination

Current Firm

BI
BURGESS INVESTMENT GROUP, LLC
BURGESS INVESTMENT GROUP, LLC | CREATIVE WEALTH DESIGNERS, LLC

CRD#: 318698 / SEC#: 801-135075

RIA
Registered Investment Advisory firm - (1/2/2026 Approved)
South Carolina
Registered Investment Advisory firm - (4/8/2022 Approved)
Texas
Registered Investment Advisory firm - (10/21/2022 Conditional Restricted)
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Contact information

Main Address
632 S Main St, Greenville, SC 29601
Mailing Address
27 Boggs St., Greenville, SC 29601
Phone number
(864) 920-3155
Established
Firm type
Fiscal year end
# of Employees
11

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A- BURGESS INVESTMENT GROUP, LLC (12/2/2025)

Regulatory assets under management

Total Number of Accounts697
AUM (Assets Under Management)$ 108,972,922

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

BURGESS INVESTMENT GROUP, LLC

Financial ConsultantCRD#: 318698Alpharetta, GA 30009

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Contact information

(xxx) xxx-xxxx
xxxxx@xxxx.xxx

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