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Travis Lynn Chance

Advisor at CFG Wealth Management, LLC — Statesboro, GA

Updated today

Credentials

CFP®, Series 63, Series 65

Experience

14 years

Location

Statesboro, GA 30458

CFG Wealth Management, LLC logo

CFG Wealth Management, LLC

Independent

Total advisors

1

Clients per advisor

300 Very High

Avg AUM per client

$0 Very Low

HNW client ratio

0% Low

About

Travis Chance is a CFP® with 13 years of industry experience and leads CFG Wealth Management, LLC as its sole advisor. He has held roles at CFG Tax Planning, LLC, Farm Hub Partners, LLC, and Farm Core Advisors, and has served as a City Councilman in Statesboro, GA since 2008. Outside of financial advising, Chance is involved in socially conscious natural farming through Farm Hub Partners. CFG Wealth Management primarily serves high-net-worth individuals and retirement plan sponsors, providing fixed-fee and hourly financial planning along with limited-scope ERISA 3(21) plan advisory and education. The firm refers clients to third-party money managers for asset management and focuses on client discovery, tailored recommendations, and ongoing monitoring without discretionary trading authority.

Client services

Based on CFG Wealth Management, LLC

Financial planning Selection of other advisers Educational seminars or workshops

Expertise

Based on CFG Wealth Management, LLC

Retirement income strategy Social Security optimization Life insurance needs analysis Long-term care insurance Roth conversion strategy

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Fee options

Fixed

Fixed fees for specific financial planning analyses: $1,200 - $1,500; comprehensive financial plan $5,000; seminars $29

Percentage

$0+: 1.65% $0+: 1.50% $0+: 1.00%

Project-based

$225 per hour for financial consulting

Other

Fee-only: Financial planning fixed fees ranging from $1,200 to $5,000; hourly rate $225 per hour

Location

Statesboro, GA

1221 Merchant Way, Suite 201

Statesboro GA 30458

Advisors at this office

1

Most active in

Georgia · North Carolina · South Carolina

Work history

14 years of industry experience

CFG Tax Planning, LLC

2022 - Present • 4 years

Statesboro, GA

Farm Hub Partners, LLC

2021 - Present • 5 years

Statesboro, GA

CFG Holdings LLC

2018 - Present • 8 years

Statesboro, GA

CFG Wealth Management, LLC

2015 - Present • 11 years

Statesboro, GA

Farm Core Advisors

2013 - 2017 • 4 years

Statesboro, GA

City Councilman

2008 - Present • 18 years

Statesboro, GA

T.L. Chance Inc.

2007 - Present • 19 years

Statesboro, GA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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James K

CFP®

Statesboro, GA

Safe Harbor Financial Planning & Investment Advisory, LLC

James Kennedy is a CFP® professional with 16 years of industry experience. He is the principal advisor at Safe Harbor Financial Planning & Investment Advisory, LLC, where he has worked since 2009. Kennedy is also a partner and Certified Public Accountant (CPA) at Reddick, Riggs, Hunter & Kennedy, P.C., a role he has held since 1998. Safe Harbor Financial Planning & Investment Advisory provides personalized financial planning, portfolio management, and pension consulting services to individuals, employee benefit plans, trusts, estates, charitable organizations, and business entities. The firm’s investment approach combines fundamental analysis and modern portfolio theory, tailoring strategies to client objectives, risk tolerance, and liquidity needs.

General retirement planning
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Stephen H

Series 63, Series 65

Statesboro, GA

Christian Values Investing, Inc.

Stephen Hammond is a financial advisor at Christian Values Investing, Inc. in Statesboro, GA, holding Series 63 and Series 65 designations with 18 years of industry experience. He has been with Christian Values Investing since 1993. Christian Values Investing, Inc. manages approximately $48.8 million for individuals, trusts, estates, and charitable organizations, providing biblically-based financial planning and portfolio management. The firm applies Biblically Responsible Investing screens to exclude companies conflicting with biblical values and combines fundamental stock analysis with mutual funds, ETFs, and fixed income in portfolio construction.

ESG / Sustainable investing Cash flow / budgeting Religious/faith focused
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David H

Series 65

Statesboro, GA

Christian Values Investing, Inc.

David Hammond is a financial advisor at Christian Values Investing, Inc. He holds a Series 65 credential and has one year of industry experience. His prior background includes his time as a college and high school student. Christian Values Investing, Inc. is a small advisory firm serving individuals, trusts, estates, and charitable organizations with biblically-based financial planning and portfolio management. The firm applies biblically responsible investment screens and combines fundamental stock analysis with mutual funds, ETFs, and fixed income to guide portfolio construction.

ESG / Sustainable investing Cash flow / budgeting Religious/faith focused
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Grayson S

Series 65

Statesboro, GA

Christian Values Investing, Inc.

Grayson Shaw is a Series 65-licensed financial advisor with Christian Values Investing, Inc., where he has worked since 2022. He has three years of industry experience, including prior roles at OPS Tech Alliance and Pizza Inn. Christian Values Investing, Inc. is a small advisory firm serving individuals, trusts, estates, and charitable organizations with biblically-based financial planning and portfolio management. The firm applies biblically responsible investing screens and combines fundamental analysis with mutual funds, ETFs, and fixed income, also frequently acting as a sub-advisor to other advisers.

ESG / Sustainable investing Cash flow / budgeting Religious/faith focused
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Molly L

Series 66

Statesboro, GA

Sound View Wealth Advisors Group, LLC

Molly Lanier is a financial advisor at Sound View Wealth Advisors Group, LLC with 22 years of industry experience. She holds a Series 66 designation and previously worked at Synovus Securities and Synovus Trust Co. Lanier serves on the boards of the Statesboro Regional Sexual Assault Center and Skidaway Health & Living Services, Inc. Sound View Wealth Advisors Group provides holistic financial planning and portfolio management to individuals, families, trusts, and institutions. The firm employs a long-term investment approach based on detailed client discovery and fundamental analysis, utilizing model portfolios and external managers as appropriate.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities Tax-loss harvesting Options & derivatives strategies Founder/Business Owner Retired
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Arthur F

Series 63, Series 65

Statesboro, GA

MissionSquare Retirement

Arthur Flattich III is a financial advisor with MissionSquare Retirement, holding Series 63 and Series 65 registrations and bringing 32 years of industry experience. He has worked with ICMA-RC Services, LLC since 1996. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm provides plan administration, recordkeeping, education, and Guided Pathways Advisory Services, which include discretionary Managed Accounts and nondiscretionary Fund Advice, with investment advice developed by Morningstar Investment Management.

General retirement planning Retirement income strategy Retirement withdrawal strategies Income planning
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