Wayne Howell is a CFP-designated registered investment advisor at Cw Advisors, LLC, based in Basking Ridge, NJ, with 22 years of industry experience. Wayne operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 6 more. Their firm serves 6,542 clients with $15B 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 | 1.50% |
Fees generally range up to 1.50% annualized based on total assets managed. Fees are negotiable depending on account size, complexity, and specific strategies.
Fee Estimator
Location
37 Stonehouse Road, Basking Ridge, NJ, 07920
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Regulatory History
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 →Other Business Activities
Wayne owns and operates an accounting and tax practice since 1987. This requires nearly full-time commitment, with about half of his time during trading hours.
Employment History
Current Registrations
Cw Advisors, LLC
Previous Registrations
Delta Financial Group, INC.
H.D. Vest Advisory Services, INC
Lincoln Financial Advisors Corporation
H.D. Vest Advisory Services, INC
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
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