Broker Check


What are the fees for an initial consultation?

Your initial consultation is complimentary, regardless of how long that takes.  From there we will let you know what it would cost if we decide that you are a good fit for our financial planning practice.

How long does that last?

Typically 60-90 minutes.

Do you make house calls?

All meetings are conducted in our Arlington or Charlottesville offices.

What are your normal business hours for meetings?

Our normal business hours for meetings are 9:00am – 5:00pm, Monday through Friday, exceptions can be made if needed.

Do you validate parking?

Yes, as long as you park in the OneParking garage located directly underneath our building. Entrance to the garage is on N Highland St.  Tell the parking attendant you are here to see CWM and bring your parking card to your meeting where we can validate it for you.

How often can I meet with my advisor?

We conduct our review meetings on an annual basis and whenever changes in your life dictate.

How many new clients do you typically take on annually?

Our goal is to find 15-20 prospective clients each year that are a good fit for our practice and are seeking comprehensive financial planning services.  We keep this to a minimum to ensure that we maintain our high level of service.  We are looking for clients that are advisor receptive and ones that take saving and achieving their financial goals seriously.

Do you have an investment minimum at your firm?

Our average client has about $1,000,000 invested with us and we are focused on working with clients who are interested in comprehensive planning.

Do you accept referrals?

Yes, we will always take time to meet with someone you refer to us.

How do I get started?

Please feel free to call our office or email Brendan at to schedule a brief introductory phone call with one of our advisors.

What do I need to bring to my first meeting?

Please fax or mail us your completed Financial Profile along with the requested statements a week prior to your initial meeting.

If we still haven’t answered your questions, please do not hesitate to reach out to us!