TB
CFP
TB
CFP

Tina Babicz

20 Years of Experience
Falls Church, VA

Tina Babicz is a CFP-designated registered investment advisor at Cjm Wealth Advisers, LTD., based in Falls Church, VA, with 20 years of industry experience. Tina operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 1 more. Their firm serves 1,074 clients with $1.3B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12 advisors
Number of Clients
1,074 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$1.3B

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

The annual program fee is generally 1.00% but may be reduced at the discretion of CJM Wealth Advisers.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

3110 Fairview Park Drive, Suite 900, Falls Church, VA, 22042

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Tina works as a financial planner at CJM Wealth Advisers, dedicating full-time hours to administrative tasks, trading, development, and financial planning. She also works as an adult education instructor in basic financial planning for Fairfax Schools for a few weeks each term.

Employment History
Current Registrations
Cjm Wealth Advisers, LTD.
February 2006 - Present · 20 yrs 3 mos
State Registrations1 state
VA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.