CWM Financial Group, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 9, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$75⁠-⁠$250/hr

“Hourly fees range from $75 to $250 per hour.”

Flat or project fee

$75⁠-⁠$5,000

“Fixed fees range from $75 to $5,000 per engagement.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How CWM Financial Group, Inc. bills

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

• “Fees for Advisory Services Wealth Management Services Investment advisory fees are paid quarterly, in advance of each calendar quarter, pursuant to the terms of the investment advisory agreement.”
• “Fees may be negotiable at the sole discretion of the Advisor.”
• “Fees may be negotiable depending on the nature and complexity of each Client’s circumstances.”

How CWM Financial Group, Inc.’s fees compare

• Its hourly rate of $75-$250 is below the Maryland median of $300. 8% of the 156 other Maryland planners that publish an hourly rate charge less.
• None of the 8 other planners in Rockville that publish an hourly rate charge less.
• Its flat or project fee of $75-$5,000 spans the Maryland median of $4,335. 32% of the 133 other Maryland planners that publish a flat or project fee charge less.
• 1 of the 8 other planners in Rockville that publish a flat or project fee charge less.

About CWM Financial Group, Inc.

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Founded: 1998 (28 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

0.85% a year

Clients

57

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Assets managed

$94,691,180

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

117255

Phone

(301) 840-1188

Can advise clients in 3 states: District of Columbia, Maryland, Virginia

Other planners in Rockville that publish fees

• Capital Squared Financial LLCRockville$250⁠-⁠$395/hr, $750⁠-⁠$6,000
• CHC Financial Solutions, LLCRockville$2,500⁠-⁠$15,000
• Ferguson-Johnson Wealth Management, Inc.Rockville$400/hr
• Foxman Asset Advisors Inc.Rockville$220/hr, $1,500⁠-⁠$10,000
• Fsa Wealth PartnersRockville$5,000/yr
• Impact Capital, LLCRockville$400/hr

Compare all 21 planners in Rockville