Brian, Cummings
Cummings Wealth Management Group
1275 Ben Sawyer BlvdMount Pleasant, SC 29464
8435932235
About Cummings Wealth Management Group
We provide our clients with financial security through wealth management with integrity, professionalism, and a caring touch.
See Disclosures
General Information
Firm Start Year
1990
No. of Employees
5-9
CRD#
5889885
Firm CRD#
8032
Name of Broker/Dealer
COMMONWEALTH FINANCIAL NETWORK
States Licensed in
SC
Years of Experience in Financial Services
11
Number of Years with Current Firm
5
Work Experience
Cummings Wealth Management Group, Mount Pleasant, SC - Financial Planner/Investment Adviser/Individual Private Practice Owner, June 2019 to Present.
Regions Investment Solutions, Charleston SC - Financial Advisor, January 2018 to June 2019
FineMark National Bank & Trust, Charleston, SC - Private Banker/Vice President, January 2016 to November 2017
South State Bank (Formerly First Federal of Charleston), Charleston, SC - Private Banker/Vice President, June 2012 to January, 2016
Bank of America, Charleston, SC - Small Business Banker/Vice President, September 2011 to June 2012
Synovus Securities, Inc./NBSC Bank, Charleston, SC - Financial Consultant, February 2011 to September 2011
NBSC/Synovus Bank, Charleston, SC - Commercial Relationship Manager/Assistant Vice President, December 2006 to February 2011
Regions Bank, Charleston, SC - Commercial Relationship Manager, Construction Lending Division, July 2006 to December 2006
Business Banking Officer, January 2005 to June 2006.
Retail Loan Officer, March 2003 to January 2005.
Work with the following types of clients
Individual Investors, Businesses
Advisory Services Provided
Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Risk Management
Compliance
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
CFP®, EA, ChFC®
Securities Licenses
Series 65
Firm Information
Assets Managed by Firm
$283M as 4/30/2025
Compensation and Fees
Fee Structure
Fee-Based
Minimum Portfolio Size for New Managed Accounts
$500K+
Compensation Methods
Based on Assets, Flat Fee
Additional Details on Charges
My investment management with financial planning included fee schedule and my flat fee financial planning only fee schedule can be found here: https://www.cummingswealth.com/brian-cummings
They are on the left-hand side about half way down the page.
Education
Bachelor of Arts - Corporate Communication
College of Charleston
01/19/1998 -07/07/2000
Certified Financial Planner Education Program -
College of Charleston School of Professional Studies
05/03/2004 -01/16/2006
Post-Baccalaureate Certificate in Taxation - Taxation
University of North Carolina at Greensboro
08/17/2020 -08/06/2021
Disclosures
Commonwealth Financial Network ADV 2A
https://adviserinfo.sec.gov/firm/brochure/8032
Additional Detailed Disclosures
https://content.commonwealth.com/media/Cummings_Brian_WiserAdvisor_Promoter_Disclosure.pdf
Disclaimer
Advisory Services offered through Commonwealth Financial Network®, a Registered Investment Adviser