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 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
7557 Rambler Road, Suite 101, Dallas, TX, 75231
Get directionsHistory
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.
Exams
More Advisors
- Sean Phillips, CFPCwm, LLC
- Jules Jouvenat, CFPHightower Advisors, LLC
- Nicholas Lalonde, CFPLPL Financial LLC
- Zechariah Daugherty, CFPCreative Planning
- William Whitten, CFPCaptrust
- Jonas Roos, CFPCapital Investment Advisors, LLC