Advisor at CWM Advisory, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
CWM Advisory, LLC
Location
Ocean Pines, MD 21811
Credentials
Series 65
Industry experience
1 year
Jordan Talbert is a Series 65-credentialed advisor with CWM Advisory, LLC, bringing one year of industry experience. He has worked at CWM Advisory since 2024 and previously at Creative Wealth Management. Outside of advisory work, Talbert is a licensed insurance agent authorized to sell life, health, and fixed annuities. CWM Advisory, LLC provides advisory and planning services primarily to individual and high-net-worth clients as well as pension and employee benefit plans. The firm directs investment management to third-party advisers using SEI-managed strategies focused on client goals, risk tolerance, and long-term investment approaches.
Based on CWM Advisory, LLC
Based on CWM Advisory, LLC
Fixed financial planning fees are negotiable based on the project; fees associated with estate planning vary depending on requested services.
$0 - $2,000,000: 1.00% $2,000,001 - $4,000,000: 0.75% $4,000,001+: 0.50%
Representatives receive commissions from sale of insurance products outside advisory services.
My Advisor – $175/month; My Advisor and CFO – $300-$500/month; My Family Advisor and CFO – $1,350/month; My CFO – negotiated rate based on project
Account minimum: $250,000
11202 Racetrack Road, Ste 102
Ocean Pines, MD 21811
Delaware · Maryland · Pennsylvania · Virginia
CWM Advisory, LLC
2024 - Present (2 years)
Creative Wealth Management
2023 - Present (3 years)
Town of Ocean City
2019 - 2020 (1 year)
N/a
2019 - 2019 (1 year)
Coconuts Bar & Grill
2019 - 2023 (4 years)
Willow Street Restaurant & Diner
2018 - 2019 (1 year)
Ocean Pines Yacht Club
2018 - 2019 (1 year)
GoNBananas
2018 - 2018 (1 year)
N/a
2016 - 2018 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
CFP®, CFA®, Series 66
Millville, DE
Breakwater Wealth Management
Series 66
Berlin, MD
Farley Financial
Series 65
Ocean City, MD
Odyssey Investments, Corp.
Series 63, Series 65
Ocean City, MD
Odyssey Investments, Corp.
Series 65
Berlin, MD
Farley Financial
Series 65
Bethany Beach, DE
Axion Financial Group LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")