CERTIFIED FINANCIAL STRATEGIES CORPORATION
SEC RegisteredWealth Management | Built for you.
About the firm
CFS Corp is a fee-only fiduciary financial planning and wealth management firm with offices in Dallas, TX and Tesuque, NM. The firm offers independent, comprehensive financial services focused solely on client goals and objectives.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
The firm offers wealth management including personalized investment portfolios, comprehensive financial planning, retirement planning, and tax minimization strategies.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 80 | $27M |
| High Net Worth Individuals | 64 | $93M |
| Charitable Organizations | 1 | $1.3M |
| State/Municipal Entities | 1 | — |
3 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Up to $500,000 | 1.50% |
| $500,001 to $750,000 | 1.25% |
| Over $750,000 | 1.00% |
Data as of March 6, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CERTIFIED FINANCIAL STRATEGIES CORPORATION has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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