Firm
CWM Financial Group
Rockville, Maryland
Fee-only
CWM Financial Group at a glance
- One of 195 fee-only firms based in Maryland in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 57 individual clients, 36 of them high net worth.
- Its average account is about $611,000 (assets it manages divided by its 155 accounts).
Fee-only advisors in Maryland · What fee-only advisors charge in Maryland
Facts
| Based in | Rockville, Maryland |
|---|---|
| Phone | (301) 840-1188 |
CWM Financial Group fees
CWM Financial Group 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
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $95 million |
| Individual clients | 21 |
| High-net-worth clients | 36 |
| Accounts managed | 155 |
| Employees | 1 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-65119) |
| Financial planning | Offered |
| Form ADV filed | February 9, 2026 |
| SEC record | CRD 117255 |