Aileen Bost
CM Wealth · Beachwood, Ohio
Aileen Bost is a fee-only financial advisor at CM Wealth in Beachwood, Ohio, who holds the CFP credential. Aileen focuses on family wealth transfer, estate & legacy planning and tax planning. CM Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | CM Wealth |
|---|---|
| Based in | Beachwood, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $3.60B across 680 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OH, TX · CRD 5096049 |
| Firm size | 24 employees |
| Disclosures | None reported |
| Website | www.cmwealthadvisors.com |
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Questions about Aileen
Is Aileen Bost a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Aileen holds no broker registration, and CM Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Aileen charge for financial advice?
Aileen's firm, CM Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Aileen Bost based?
Aileen Bost is based in Beachwood, Ohio.
What does Aileen specialize in?
Aileen's specialties include family wealth transfer, estate & legacy planning, tax planning and founders (pre-exit). Aileen works with multi-generational families.
What credentials does Aileen Bost hold?
Aileen Bost holds the CFP credential.
Is Aileen Bost registered with the SEC?
Yes. Aileen Bost is registered as an investment adviser representative in OH and TX (CRD 5096049), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does CM Wealth manage?
CM Wealth reports $3.60B across 680 accounts in assets under management.
How do I contact Aileen Bost?
Through Aileen's website, www.cmwealthadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- CM Wealth website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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