Scott Fitzgerald is a CFP-designated registered investment advisor at Cwm, LLC, based in Augusta, GA, with 23 years of industry experience. Scott 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
140 Cooper Drive, 2nd Floor, Augusta, GA, 30907
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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 ActivitiesSells Insurance
Scott sells fixed insurance products, including life, disability, annuities, and long-term care, dedicating a few hours per week. He also serves as a board member for the Fellowship of Christian Athletes, a trustee for his sister's trust, a member of Belmont Land Club, a board member for Golden Harvest Food Bank, and manages his personal LLC and a real estate LLC.
Employment History
Current Registrations
Cwm, LLC
Previous Registrations
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Tlg Advisors, INC.
The Leaders Group, INC.Broker
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
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.