DM
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
588 advisors
Number of Clients
43,706 clients
Average Client Portfolio
$773K average
Assets Under Management
$33.8B
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
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate Planning
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Advisor Information
Office location
20 E. 91st St, Ste 202, Indianapolis, IN, 46240
Get directionsRegulatory History
Clean regulatory record
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
November 2025 - Present · 2 mos
Total Wealth Planning, LLC
May 2025 - Present · 8 mos
Previous Registrations
Axia Advisory
December 2012 - June 2025 · 12 yrs 6 mos
Tia, Trust Investment Advisors, Trust & Investment Advisors
November 1998 - December 2006 · 8 yrs 1 mo
State Registrations1 state
IN
Advisor
Exams
No exam information available for this advisor.