Wade Chessman is a CFP-designated registered investment advisor at Cwm, LLC, based in Dallas, TX, with 21 years of industry experience. Wade 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
7557 Rambler Road, Suite 101, Dallas, TX, 75231
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Regulatory History (1)
Customer Dispute
May 2025Other Business ActivitiesSells Insurance
Wade sells fixed insurance products through Chessman Wealth Strategies, dedicating a few hours per week. He also recommends clients to Medi-Share healthcare sharing ministry and refers clients to Medicare BackOffice for supplemental insurance, spending minimal time on these activities.
Employment History
Current Registrations
Cwm, LLC
Previous Registrations
Chessman Wealth Strategies
Commonwealth Financial Network
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.