John Peterson
CWM Financial Group · Rockville, Maryland
John Peterson is a fee-only financial advisor at CWM Financial Group in Rockville, Maryland, who holds the CFP credential. CWM Financial Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | CWM Financial Group |
|---|---|
| Based in | Rockville, Maryland |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $94.7M across 155 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in DC, MD, VA · CRD 2282223 |
| Exams passed | Series 63 (1992) · Series 65 (1993) |
| Firm size | 1 employee |
| Disclosures | None reported |
How John's firm compares
- CWM Financial Group's average account is about $611,000, from its Form ADV (assets managed divided by 155 accounts).
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Questions about John
Is John Peterson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: John holds no broker registration, and CWM Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does John charge for financial advice?
John's firm, CWM Financial Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is John Peterson based?
John Peterson is based in Rockville, Maryland.
What credentials does John Peterson hold?
John Peterson holds the CFP credential.
Is John Peterson registered with the SEC?
Yes. John Peterson is registered as an investment adviser representative in DC, MD and VA (CRD 2282223), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does CWM Financial Group manage?
CWM Financial Group reports $94.7M across 155 accounts in assets under management.
How do I contact John Peterson?
Contact details aren't on file yet. Search for CWM Financial Group.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Rockville
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
- 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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