CFS WEALTH MANAGEMENT
SEC RegisteredEnjoy today. Plan for tomorrow.
About the firm
CFS Wealth performs its duties as fiduciaries, not salespeople, focusing on understanding what is important to clients before developing a strategy to achieve their goals, offering conflict-free advice.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 396 | $43M |
| High Net Worth Individuals | 69 | $146M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Up to $50,000 | 2.00% |
| $50,000 to $250,000 | 1.75% |
| $250,000 to $999,999 | 1.50% |
| $1,000,000 and above | 1.25% |
Data as of March 12, 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. CFS WEALTH MANAGEMENT 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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