Brent Pine is a CFP-designated registered investment advisor at Cwm, LLC, based in Scottsdale, AZ, with 38 years of industry experience. Brent operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 2 more. Their firm serves 52,669 clients with $51B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CWM, LLC charges an annual fee based on a percentage of the value of your investments. This fee can be up to 2.50% annually. The exact fee is negotiable and depends on factors like the size of your account, the types of assets, and the complexity of your situation. Different investment advisor representatives may charge different fees for the same services. CWM retains a portion of the fee for administrative and support services. Fees are typically deducted from your account quarterly.
Location
4800 Scottsdale Road, Ste 1900, Scottsdale, AZ, 85251
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Regulatory History (1)
Customer Dispute
April 2025Other Business ActivitiesSells Insurance
Brent is an insurance agent selling life, disability, annuities, and long-term care products since 1987. This takes a few hours per week, with minimal time spent during trading hours.
Employment History
Current Registrations
Cwm, LLC
Previous Registrations
Cetera Advisor Networks LLCBroker
Geneos Wealth Management, INC.Broker
Sagepoint Financial, INC.Broker
Integrated Wealth Management, LLC
Sunamerica Securities, INC.Broker
Washington Square Securities, INC.Broker
H.D. Vest Investment Securities, INC.Broker
Cuso Equities, INC.Broker
Lincoln Financial Advisors CorporationBroker
Lincoln National Pension Insurance CompanyBroker
The Lincoln National Life Insurance CompanyBroker
H. C. Copeland and Associates Equities, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.