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RIA / WealthAdvisorCertified Financial Planner12 years in industry

CHARLES MITTEN FOX

Advisor at DBA BIG MONEY RETIREMENT AND BIG RETIREMENT

GREENVILLE, SC | Alpharetta, GA

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Search this name across graphsid dfx:ria:ca33b0b2-01af-ae01-a352-21e574721c45

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:31 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 2
On other graphs: 0
Observed: Dec 17, 2013 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: DBA BIG MONEY RETIREMENT AND BIG RETIREMENT
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 9, 2013earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S66
First exam: Dec 9, 2013
First registration: Dec 17, 2013
Dual registered: no
Other names: CHARLIE MITTEN FOX
IAPD individual key: 6245285

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
DBA BIG MONEY RETIREMENT AND BIG RETIREMENT	Independent wealth	Jul 24, 2026	n/a	yes	Alpharetta, GA\|GREENVILLE, SC	Current employment
AE WEALTH MANAGEMENT, LLC	Bd affiliated wealth	Feb 20, 2026	May 11, 2026	no	Alpharetta, GA	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Mar 31, 2025	Dec 9, 2025	no	PHOENIX, AZ\|PHOENIX, AZ\|PHOENIX, AZ\|PHOENIX, AZ\|BOSTON, MA	Previous registration
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Mar 26, 2020	Mar 31, 2025	no	SCOTTSDALE, AZ	Previous registration
EDELMAN FINANCIAL ENGINES	Independent wealth	Jan 24, 2020	Mar 11, 2020	no	PHOENIX, AZ	Previous registration
MML INVESTORS SERVICES, LLC	Bd affiliated wealth	Sep 12, 2019	Nov 5, 2019	no	Scottsdale, AZ	Previous registration
VANGUARD ADVISERS, INC.	Bd affiliated wealth	Sep 13, 2016	Jul 25, 2019	no	SCOTTSDALE, AZ	Previous registration
EDWARD JONES	National bd RIA	Dec 17, 2013	Jan 26, 2015	no	ST LOUIS, MO\|SCOTTSDALE, AZ	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
AE WEALTH MANAGEMENT, LLC	DBA BIG MONEY RETIREMENT AND BIG RETIREMENT	May 11, 2026	Jul 24, 2026	74	Firm change	Ibd to RIA
STRATEGIC ADVISERS LLC	AE WEALTH MANAGEMENT, LLC	Dec 9, 2025	Feb 20, 2026	73	Firm change	Ibd to ibd
FIDELITY PERSONAL AND WORKPLACE ADVISORS	STRATEGIC ADVISERS LLC	Mar 31, 2025	Mar 31, 2025	0	Bulk transfer	Ibd to ibd
EDELMAN FINANCIAL ENGINES	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Mar 11, 2020	Mar 26, 2020	15	Firm change	RIA to ibd
MML INVESTORS SERVICES, LLC	EDELMAN FINANCIAL ENGINES	Nov 5, 2019	Jan 24, 2020	80	Firm change	Ibd to RIA
VANGUARD ADVISERS, INC.	MML INVESTORS SERVICES, LLC	Jul 25, 2019	Sep 12, 2019	49	Firm change	Ibd to ibd
EDWARD JONES	VANGUARD ADVISERS, INC.	Jan 26, 2015	Sep 13, 2016	596	Firm change after gap	Other

Relationships

Registered with (8)

→ DBA BIG MONEY RETIREMENT AND BIG RETIREMENTRegistered adviserregistration: current employment
Jul 24, 2026 to presentfactForm ADV
→ AE WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Feb 20, 2026 to May 11, 2026factForm ADV
→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Mar 31, 2025 to Dec 9, 2025factForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Mar 26, 2020 to Mar 31, 2025factForm ADV
→ EDELMAN FINANCIAL ENGINESRegistered adviserregistration: previous registration
Jan 24, 2020 to Mar 11, 2020factForm ADV
→ MML INVESTORS SERVICES, LLCRegistered adviserregistration: previous registration
Sep 12, 2019 to Nov 5, 2019factForm ADV
→ VANGUARD ADVISERS, INC.Registered adviserregistration: previous registration
Sep 13, 2016 to Jul 25, 2019factForm ADV
→ EDWARD JONESRegistered adviserregistration: previous registration
Dec 17, 2013 to Jan 26, 2015factForm ADV

Dated events

Occurred
May 11, 2026
Advisor changed firm
Charles Mitten Fox left Ae Wealth Management, Llc for Dba Big Money Retirement And Big Retirement (registered 2026-07-24)
Form ADVobserved 6 days ago
Occurred
Dec 9, 2025
Advisor changed firm
Charles Mitten Fox left Strategic Advisers Llc for Ae Wealth Management, Llc (registered 2026-02-20)
Form ADVobserved 6 days ago