Charles McRae, CFP®, CEPA®



Client Advisory


Charles is a Principal based in the Houston office. He specializes in comprehensive wealth management for high-net-worth individuals, company executives, and business owners. He also oversees the planning work done for the clients of the Houston office.

Prior to joining Cerity Partners, Charles was an Associate and VP at Autumn Lane Advisors where he provided in-depth financial planning and portfolio management to ultra-high-net-worth families. Prior to that, he was a Wealth Advisor for Investec Wealth Strategies.


  • B.S. in Psychology from Texas A&M University


  • Certified Exit Planning Advisor
  • Board of Directors member and Muster Chair for the Houston A&M Club
  • Board of Directors member and youth mentor for the Caring Aggie Mentoring Program

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