Scott Faust
Scott Faust is a registered investment advisor at Cwm, LLC, based in Falls Church, VA, with 11 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
2941 Fairview Park Drive, Ste. 820, Falls Church, VA, 22042
Get directionsHistory
Regulatory History (3)
Employment Separation After Allegations
May 2004Criminal
May 2004Criminal
January 2002Other 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
Previous Registrations
First Command Advisory Services
First Command Financial Planning, INC.
First Command Brokerage Services, INC.Broker
State Registrations3 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.