CM Wealth

Facts

CM Wealth fees

CM Wealth doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Advisors at this firm (5)

• Aileen Bost

  CFP

• Amy Lorius

  CFP

• Benjamin Wallace

  CFA

• Douglas Smorag

  PFS

• Nicholas Evans