SF
SF

Scott Faust

12 Years of Experience
Falls Church, VA
3 DisclosuresSells Insurance

Scott Faust is a registered investment advisor at Cwm, LLC, based in Falls Church, VA, with 12 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 52,669 clients with $51B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
663 advisors
Number of Clients
52,669 clients
Average Client Portfolio
$960K average
Assets Under Management
$50.6B

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Annual investment advisory fee ranges up to a maximum of 2.50% of assets held in the account. Fees are negotiable based on account size, complexity, and other factors.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2941 Fairview Park Drive, Ste. 820, Falls Church, VA, 22042

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
May 2004
Criminal
May 2004
Final Disposition
Criminal
January 2002
Final Disposition
Other Business ActivitiesSells Insurance

Scott works as an insurance agent selling life, health, disability, annuities, and long-term care insurance. This activity requires minimal time.

Employment History
Current Registrations
Cwm, LLC
January 2025 - Present · 1 yr 9 mos
Previous Registrations
First Command Advisory Services
December 2015 - March 2025 · 9 yrs 3 mos
First Command Financial Planning, INC.
June 2014 - December 2015 · 1 yr 6 mos
First Command Brokerage Services, INC.Broker
March 2014 - March 2025 · 11 yrs
State Registrations3 states
PATXVA
Advisor

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
No exam information available for this advisor.
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