How does the advisor help clients – Key Takeaways:
Cunningham Wealth Management provides expert financial advice and guidance to clients to help them achieve their financial goals. The firm takes a comprehensive approach to financial planning, combining investment management with additional services such as retirement planning, tax planning, and estate planning.
Facts and Insights:
Founded in 2003, Cunningham Wealth Management has been in business for over 18 years. With a team of experienced financial advisors, the firm manages over $1 billion in client assets. The firm is registered with the Securities and Exchange Commission (SEC) and operates as a fee-only advisor, meaning they do not earn commissions for recommending specific investment products.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2003 | $1 billion | 10 |
Financial Services Offered:
Cunningham Wealth Management offers a wide range of financial services to help clients navigate their financial journey. These services include:
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Insurance planning
Client Types:
Cunningham Wealth Management works with a diverse range of clients, including individuals, families, and small business owners. The firm also specializes in serving high-net-worth individuals and provides tailored financial advice to meet their unique needs.
Fees & Compensation:
Cunningham Wealth Management operates on a fee-only basis, meaning they are compensated solely by fees paid by their clients. This eliminates potential conflicts of interest and ensures that the firm’s recommendations are unbiased and in the best interest of their clients. The firm’s fees are based on a percentage of assets under management, so the more an individual invests, the more the firm earns.
Background:
Cunningham Wealth Management was founded by John Cunningham, a highly experienced financial advisor with over 30 years of industry experience. Cunningham holds several certifications, including Certified Financial Planner (CFP) and Certified Investment Management Analyst (CIMA), and is dedicated to providing personalized financial advice to help clients reach their financial goals.
Financial Advisor Disclosures to Know:
As a registered investment advisor, Cunningham Wealth Management is required to disclose any potential conflicts of interest and disciplinary actions. To maintain transparency, the firm’s Form ADV, which includes this information, is available on the SEC’s website.