Alan Hodgson is a CFP-designated registered investment advisor at Cwm, LLC, based in Centerville, UT, with 37 years of industry experience. Alan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 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
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Annual investment advisory fee ranges up to a maximum of 2.50% of assets held in the account. Fees are negotiable based on account size, complexity, and other factors.
Fee Estimator
Location
520 N Market Place Drive, Ste #100, Centerville, UT, 84014
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2009Employment History
Current Registrations
Cwm, LLC
Previous Registrations
United Planners' Financial Services of America a Limited PartnerBroker
Ars Investment Advisors, INC.
Allegis Investment Services, LLCBroker
Allegis Investment Advisors, LLC
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Key Investments INC.Broker
CUNA Brokerage Services, INC.Broker
Fidelity Brokerage Services, INC.Broker
Fitzgerald, Dearman & Roberts, INC.Broker
State Registrations1 state
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.
Exams
More Advisors
- Chad Kelley, CFPAlliance Wealth Advisors, LLC
- Zachary Calder, CFPSteward Partners Investment Advisory, LLC
- Francis Cowan, CFACentury Funds Management INC
- Stephen Calder, CFPSteward Partners Investment Advisory, LLC
- Joseph Cannon, CFPOak Lane Advisors
- James Murphy, CFPDomain Money Advisors, LLC