Advisor at CMH Wealth Management
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Firm
CMH Wealth Management
Location
Dallas, TX 75252
Credentials
CFP®, Series 65, Series 66
Industry experience
10 years
Craig Hausz is a CFP® with 10 years of industry experience, currently serving as an advisor at CMH Wealth Management in Dallas, TX. His prior roles include positions at Ameritas Advisory Services, Ameritas Investment Company, XO Wealth Management, and Principal Securities. He is also the CEO and a shareholder of the accounting firm CMH Advisors, PLLC, and is affiliated with his spouse’s consulting firm, InHausz Solutions, LLC. CMH Wealth Management is a small, supported advisory firm serving primarily high-net-worth individuals and pension/profit-sharing plans. The firm offers comprehensive financial planning and portfolio management, employing a variety of analytical methods and trading strategies, and sponsors a wrap fee program uncommon for firms of its size.
Based on CMH Wealth Management
Based on CMH Wealth Management
Financial planning fees are fixed and negotiated between $2,400 and $20,000
17304 Preston Road, Suite 1350
Dallas, TX 75252
Texas
CMH Wealth Management, LLC
2023 - Present (3 years)
Ameritas Advisory Services, LLC
2021 - 2023 (2 years)
Ameritas Investment Company, LLC
2020 - 2021 (1 year)
IFS Securities Inc.
2019 - 2019 (1 year)
XO Wealth Management/Fuller Wealth Management
2018 - 2020 (2 years)
CMH Wealth Management, LLC
2017 - Present (9 years)
Principal Securities INC
2017 - 2018 (1 year)
CMH Advisors, PLLC
2014 - Present (12 years)
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Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Verified by Warmer
Series 63, Series 66
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Series 63, Series 65, Series 66
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ChFC®
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Series 63, Series 65
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Gadiraju, Raju
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