BW
CFP
BW
CFP

Brendon Worst

4 Years of Experience
Ellicott City, MD
Sells Insurance

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.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
285 clients
Average Client Portfolio
$594K average
Assets Under Management
$169.4M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K1.50%
$100K - $500K1.25%
$500K - $1.0M1.00%
$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.).

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

Ellicott City, MD

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Brendon is an insurance agent with Halcyon Financial since March 2025. This activity takes about 10% of his time.

Employment History
Current Registrations
Cedar Spring Advisors, LLC
July 2021 - Present · 4 yrs 10 mos
State Registrations3 states
MDPATX
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.
Brendon Worst - Financial Advisor | TrueAdvisor