Craig Hausz is a CFP-designated registered investment advisor at Cmh Wealth Management, based in Dallas, TX, with 10 years of industry experience. Craig operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 68 clients with $100M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
CMH Wealth Management charges a fixed fee between $2,400 and $20,000 for creating a financial plan. The final fee is negotiated with the client.
Location
17304 Preston Road, Suite 1350, Dallas, TX, 75252
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Craig is a shareholder and CEO for the accounting firm CMH Advisors, PLLC. He is also affiliated with his spouse's consulting firm, InHausz Solutions, LLC.
Employment History
Current Registrations
Cmh Wealth Management
Previous Registrations
Ameritas Advisory Services, LLC
Ameritas Investment Company, LLCBroker
Ameritas Advisory Services
Ifs SecuritiesBroker
Xo Wealth Management
Principal Securities, INC.
Principal Securities, INC.Broker
Brownlie & Braden, LLC
State Registrations1 state
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