Brendon Worst is a CFP-designated registered investment advisor at Cedar Spring Advisors, LLC, based in Ellicott City, MD, with 4 years of industry experience. Brendon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 285 clients with $170M in assets under management.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.75% |
The annual fee may be negotiable based upon certain criteria (e.g., service level, historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).
Ellicott City, MD
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Learn about disclosures →Brendon is an insurance agent with Halcyon Financial since March 2025. This activity takes about 10% of his time.
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