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
CFP®, Series 65
Industry experience
7 years
Tristan Jacobi is a CFP® with seven years of industry experience, currently serving at CWM Advisory, LLC. He has held roles at both CWM Advisory and Creative Wealth Management since 2018. In addition to his advisory work, he is an independent licensed insurance agent. CWM Advisory, LLC provides financial planning and advisory services primarily to individual and high-net-worth clients, as well as pension and employee benefit plans. The firm employs a model that places clients into SEI-managed investment strategies based on their goals and risk tolerance, offering concierge and multi-generational planning services while coordinating with third-party subadvisers for portfolio management.
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 · Texas · Virginia
CWM Advisory, LLC
2022 - Present (4 years)
Creative Wealth Management
2022 - Present (4 years)
CWM Advisory, LLC
2019 - 2021 (2 years)
Creative Wealth Management
2018 - 2021 (3 years)
Scf Investment Advisors, Inc
2018 - 2019 (1 year)
UnEmployed
2018 - 2018 (1 year)
AFlac
2018 - 2018 (1 year)
Slippery Rock University
2017 - 2018 (1 year)
Irish Eyes
2015 - 2017 (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.
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