Advisor at Cwm Financial Group, Inc.
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Firm
Cwm Financial Group, Inc.
Location
Rockville, MD 20850
Credentials
CFP®, Series 63, Series 65
Industry experience
27 years
John Peterson is a CFP® professional with 27 years of experience in financial advising. He has been the sole advisor at Cwm Financial Group, Inc. since 1998. The firm provides wealth management and discretionary portfolio management services primarily for individuals, high net worth clients, trusts, and estates. Cwm Financial Group emphasizes long-term investment strategies using diversified mutual funds and ETFs, supplemented by multiple analytical methods and sub-advisory support.
Based on Cwm Financial Group, Inc.
Based on Cwm Financial Group, Inc.
Fixed fees from $75 to $5,000 per engagement for financial planning
$0 - $500,000: 0.85% annually $500,001 - $2,000,000: 0.55% annually $2,000,001 - $5,000,000: 0.40% annually $5,000,001+: 0.30% annually
$75 to $250 per hour
Account minimum: $500,000 (may be waived at the sole discretion of the Advisor) Fee-only: Investment advisory fees based on assets under management; financial planning fees on hourly or fixed basis.
1 Research Court, Suite 450
Rockville, MD 20850
District of Columbia · Maryland · Virginia
Cwm Financial Group, Inc.
1998 - Present (28 years)
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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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
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