Adam Cmejla
Adam Cmejla is a CFP-designated registered investment advisor at Integrated Planning & Wealth Management, LLC, based in Westfield, IN, with 18 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 169 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.55% |
| $5M+ | 0.35% |
Fees are negotiable. Held-away assets are charged a flat 0.75% per year.
Fee Estimator
Location
Westfield, IN
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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
Adam owns Integrated Consulting & Advisory Solutions, LLC, providing consulting to financial services firms, dedicating a few hours per week. He also owns 2020 Money Media LLC, producing content for a financial literacy podcast, spending minimal time on this activity.
Employment History
Current Registrations
Integrated Planning & Wealth Management, LLC
Previous Registrations
Integrated Planning & Wealth Management, LLC
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Waddell & Reed, INC.
Waddell & Reed, INC.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.
Exams
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