Drew Culver
Councilor · Bethesda, Maryland
Drew Culver is a fee-only financial advisor at Councilor in Bethesda, Maryland, who holds the CFP credential. Drew focuses on tax planning, estate & legacy planning and divorce financial planning. Councilor reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Founders
Facts
| Firm | Councilor |
|---|---|
| Based in | Bethesda, Maryland |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $316.9M across 395 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in VA · CRD 6246949 |
| Exams passed | Series 66 (2014) |
| Firm size | 13 employees |
| Disclosures | None reported |
| Website | www.cbmcpa.com |
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Questions about Drew
Is Drew Culver a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Drew holds no broker registration, and Councilor reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Drew charge for financial advice?
Drew's firm, Councilor, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Drew Culver based?
Drew Culver is based in Bethesda, Maryland.
What does Drew specialize in?
Drew's specialties include tax planning, estate & legacy planning, divorce financial planning and small business owners. Drew works with founders.
What credentials does Drew Culver hold?
Drew Culver holds the CFP credential.
Is Drew Culver registered with the SEC?
Yes. Drew Culver is registered as an investment adviser representative in VA (CRD 6246949), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Councilor manage?
Councilor reports $316.9M across 395 accounts in assets under management.
How do I contact Drew Culver?
Through Drew's website, www.cbmcpa.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
- Councilor 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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