Cfm Wealth Partners LLC
Answer a few questions and
get matched with an advisor.
Learn more about Cfm Wealth Partners LLC
Overview
Cfm Wealth Partners LLC is an advisory firm headquartered in Austin, Texas. It has $472.7 million in total assets throughout 621 accounts, placing it among the bigger financial advisory firms in the nation by assets under management (AUM). The firm has a small group, including 2 financial advisors. Cfm Wealth Partners LLC is not a registered broker-dealer, meaning it cannot buy and sell securities for its accounts and those of its customers and instead must go through a broker-dealer company to do so. Securities are defined as exchangable fiscal investments like stocks, options and bonds.
Cfm Wealth Partners LLC administers most of its client assets in a discretionary manner. Discretionary management means that buy and sell choices are made by an investment advisor without needing to seek client approval. Cfm Wealth Partners LLC also has seven non-discretionary accounts totaling $3.3 million in AUM. The advisory firm's typical account size is $761,154. The average financial advisor at Cfm Wealth Partners LLC manages around 311 client accounts.
The firm's headquarters is at 3500 Jefferson Street, Austin, Texas 78731. The firm is registered to provide services to investors throughout 2 states, including New Mexico and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Cfm Wealth Partners LLC by the Numbers
$472.7 million
4
621
$761.2 thousand
Products and Services
Cfm Wealth Partners LLC provides a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. In the last financial year, Cfm Wealth Partners LLC provided 1-10 of its clients with financial planning services. It does not sell products or offer services apart from investment advice to its investment advisory clients.
Core Advisor Services
-
Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
-
Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
-
Find a firm that offers this service
Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
-
Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
-
Find a firm that offers this service
Publication of Periodicals
This is the publication of various financial education materials.
-
Find a firm that offers this service
Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees for financial management largely vary depending on the type of services provided. However, fee types charged by Cfm Wealth Partners LLC likely are comprised of some blend of the following fee structures: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the company.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 21% of firms
Hourly
-
Offered by 32% of firms
Fixed
Unavailable
Types of Clients
The company caters to retail investors, high net worth investors and charitable organizations. Out of its 621 customers, Cfm Wealth Partners LLC's largest client type is retail investors, although it also serves 100 high-net-worth individuals. A high-net-worth individual is defined by the SEC as an individual who has at least $750,000 in AUM or a net worth of more than $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the firm's customers are non-U.S. persons.
- High-Net-Worth Individuals* - 40%
- Other Individuals - 57.6%
- Corporations - 0%
- Charitable Organizations - 2.4%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
Find an advisor who will work directly with you
Sometimes a big firm may not be able to give you the one-on-one service that you need. That's where we come in to help match you with great personal financial advisors. Click here to find your advisor matches today.
Disclosures
Cfm Wealth Partners LLC does not have any disclosures.
Please visit its Form ADV for more details.
Find a financial advisor near you
If you're interested in working with an advisor closer to you, we can help you find one. Click here to find your advisor matches today.
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.