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CMH Wealth Management Review

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CMH Wealth Management, registered in 2009, is a Registered Investment Advisor (RIA) in 6 state(s) with a licensed staff of 5 advisors. CMH Wealth Management manages $441.7 million and provides investment advisory services for 178 clients (1:36 advisor/client ratio).



Disciplinary Questions


After checking the disciplinary records of CMH Wealth Management, our system found no disciplinary questions to ask. Checks take place monthly.


Conflict Questions


After checking the regulatory records of CMH Wealth Management, our system has identified the following question(s) to ask. Learn more.

announcement Which securities do you trade for yourself that you will also be recommending to me?

Why ask? This firm has marked in their disclosures that they trade recommended securities. While this often can be seen as "eating your own cooking," there are several inherent conflicts that can arise. For example, front running is when a financial professional buys or sell securities ahead of their client. In short, any financial professional should disclose all positions they hold (or have sold short) that they will also be recommending to you.

Our system found no other conflict questions to ask. Checks take place monthly.



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Firm Information


As a financial advisory firm, also known as a Registered Investment Advisor (RIA), CMH Wealth Management can provide a variety of financial planning services for Americans. The goal of a financial advisor is to review your personal finances and work with you to achieve your life goals, e.g., saving for retirement, by creating a comprehensive financial plan. Financial advisors focus primarily on money management, including investments like stocks, ETFs, and mutual funds.

Financial planning services can include tax planning, estate planning, retirement planning, or life-based event planning such as saving for college, getting married, purchasing a home, paying down debt, or planning an inheritance.

Summary Firm
Overall Rating
Minimum Investment $670,000
Average Client Balance $2,481,326
Total AUM $441.7 million
Fee Range AUM fees range from 0.4%-1.2% depending on the account balance. Minimum annual fee applies. Please contact us for more details.
Advisor / Client Ratio 1:36
Languages Offered English
Specialities Business Owners, Investment Planning and Management, Retirement Planning, Estate Planning
Website Visit Site
Phone Number 603-379-8161
Headquarters North Hampton, NH
Locations See locations
Facebook Facebook page unknown
Twitter Twitter handle unknown
LinkedIn Visit Profile
SEC Filings View SEC IAPD CRD #150138

Investment Philosophy


CMH Wealth is proud to serve as a fiduciary, putting our client’s interests first. We work to understand our client’s goals, the purpose of their assets, liquidity needs, and the ability and willingness to accept risk. Portfolios are built using individual stocks, bonds, and funds, allowing flexibility in managing to specific tax-sensitives.




Disciplinary History


An important aspect of the Trust Algorithm is processing the SEC Form ADV Part 1 filing of each Registered Investment Advisor (RIA). “Item 11 Disclosure Information” contains a list of valuable disclosures that are relevant for Americans.

As identified in SEC Form ADV Part 1, Item 11 “Disclosure Information”, the Trust Algorithm identified the following disciplinary disclosures for CMH Wealth Management:




Cost


Unfortunately, there is no single, uniform pricing standard for working with a financial advisor. Catchphrases, including "fee-only," can be helpful; however, Americans often get confused with competitors promoting "fee-based" in response.

Ultimately, to understand the underlying costs of advisory services, we always recommend asking for an itemized fees breakdown and reading the firm's ADV Part 2 Brochure (Item 5, "Fees and Compensation").


View Fee Disclosures




FAQs





Other Firms


Riverglades Family Offices, Confidential Management Advisors, Corpay Retirement Services, WealthCrest Financial Services




This automated report was generated using SEC and FINRA data and was last updated on October 28th, 2020*. For data support, email "support@investor.com". Views: 116 (trailing six months). Firms that receive a 4.5 or 5-star rating are considered Trusted by investor.com. Learn more.


*SEC data last verified 10/28/2020. For the most up-to-date information, please view the applicable SEC and FINRA reports above. By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). Any data inaccuracies, please contact our team. All requests for updated information should also be reported directly to the SEC and/or FINRA.

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