CWM Advisory, LLC fees and pricing

Firm size: 6 employees.
Registered as an adviser: 2026.

Financial planner in Ocean Pines, Maryland. Registered with the SEC.

According to its Form ADV Part 2A brochure dated February 4, 2026, CWM Advisory, LLC charges a monthly fee of $175 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 4, 2026. Fees can change, so confirm with the firm before you hire them.

Payment and refund terms, quoted from the fee section of the brochure.

“The following fees are in addition to the Advisory fee and are negotiable.”
“Clients may terminate the agreement without penalty, for a full refund, within five business days of signing the Financial Planning Agreement.”
“Fees that are collected in advance, but unearned at the time termination becomes effective (if any), will be refunded based on the prorated amount of work completed at the point of termination.”

How the firm is paid: Fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 2.25% a year
Clients: 243
Employees: 6
Works with: Individuals, high net worth individuals, and pension and profit sharing plans
Services reported to regulators: Financial planning, pension consulting, and selecting other advisers
Assets managed: $100,973,620
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 299923
Website: instagram.com/creativewealthmanagementllc (opens in new tab)
Phone: (410) 208-1091

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.