Firm
Creative Wealth Management
Ocean Pines, Maryland
Fee-only
Facts
| Based in | Ocean Pines, Maryland |
|---|---|
| Website | mycwmanagement.com |
| [email protected] | |
| Phone | (410) 208-1091 |
Creative Wealth Management fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $2,100 a year |
|---|---|
| How it charges | Percentage of assets · Ongoing planning fee · One-time plans or projects |
In the firm's words
"$175/month + Advisory fee for" source
"$175/month + Advisory fee for assets managed by CWM Advisory, LLC" source
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
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $101 million |
| Individual clients | 209 |
| Financial planning | Offered |
| Form ADV filed | June 23, 2026 |
| SEC record | CRD 299923 |