Kevin Bruce is a CFA, CFP-designated registered investment advisor at Cwm, LLC, based in Willis, TX, with 15 years of industry experience. Kevin 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
Willis, TX
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Regulatory History (1)
Customer Dispute
January 2018Other Business Activities
Kevin is the Chief Strategy Officer of HFG Wealth Management, LLC since 2023. He is also the Chief Executive Officer of Align Investment Research, LLC since 2024.
Employment History
Current Registrations
Cwm, LLC
Previous Registrations
Align Investment Research, LLC
Hfg Wealth Management, LLC
G. A. Repple & Company
Waterside Wealth Advisors, LLC
Bellatore Financial, INC.
Hfg Wealth Management, LLC
Bok Financial Advisors
Mbm Advisors, INC.
Bosc, INC.Broker
Triad Advisors, INC.Broker
First Allied Advisory Services, INC.
First Allied Securities, INC.
First Allied Securities, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
Wm Financial Services, 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.