Firm Information
Compensation
Fee-Only (AUM)Fixed/HourlyFirm Size
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CWM charges fees for asset management, financial planning, and retirement program services. Asset management fees are based on a percentage of assets managed. Financial planning fees can be charged for Focused Wealth Plans and True Wealth Plans. Fees may be negotiable. The specific fees and services will be detailed in your advisory agreement.
Areas of Practice
Advisor Information
Office location
4665 Cornell Rd., Ste. 160, Cincinnati, OH, 45241
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David Dean WilderRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Cwm, LLC
Total Wealth Planning, LLC
Previous Registrations
Financial Management Group INC
State Registrations1 state
Exams
Additional Information
Dave is Chief Investment Officer, serves as Senior Advisor for many client relationships and is a member of the Investment Policy Committee. He is a CERTIFIED FINANCIALPLANNER™ and Certified Trust and Financial Advisor with over twenty years of professional investment management and financial planning experience. He graduated from Villanova University with a Bachelor of Science, Accounting and a Master of Science, Taxation. His educational background also includes the College for Financial Planning and the Cannon Financial Institute. He began his career with the Vanguard Group, a leading mutual fund company, where he was a Senior Investment Advisor along with facilitating the creation of a new managed account service. His professional memberships include the National Association of Personal Financial Advisors, the Financial Planning Association, the Cincinnati Estate Planning Council, the American Bankers Association, and the Paladin Registry. He is also on the Finance and Investment Committee for the Cincinnati Association for the Blind and Visually Impaired, a non-profit community service organization. Dave is recognized on the Paladin Registry Honor Roll, a 2008 Reuters Top Advisor, and selected by Bloomberg Business Week magazine as one of the2011 Top 50 Most Experienced Advisors in the United States.