Chad Phipps is a registered investment advisor at Cwm, LLC, based in Wichita, KS, with 18 years of industry experience. Chad 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
3636 N Ridge Road, Suite 200, Wichita, KS, 67205
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Chad is the president of Bond & Phipps Whittail, LLC (property holding) and owner of Bond & Phipps Inc. (financial services), dedicating minimal time and full-time hours respectively. He also holds positions in White Tail 96 Condominium, MP Aviation LLC, W T Aviation LLC, Bauman Tax LLC DBA Driven Tax Strategies, and Driven Tax Management LLC, each requiring minimal time.
Employment History
Current Registrations
Cwm, LLC
Previous Registrations
Cetera Advisor Networks LLCBroker
Waddell & Reed
Waddell & ReedBroker
State Registrations2 states
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