Aileen Bost is a CFP-designated registered investment advisor at Cm Wealth Advisors LLC, based in Beachwood, OH, with 6 years of industry experience. Aileen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 218 clients with $3.4B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
IM Fee
Planning only
Assets Under Management
$3.4B
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Location
2000 Auburn Drive, Suite 400, Beachwood, OH, 44122-4327
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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.
Learn about disclosures →Employment History
Current Registrations
Cm Wealth Advisors LLC
October 2019 - Present · 6 yrs 6 mos
State Registrations2 states
OHTX
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.