Wade Timothy Chapman
Advisor at CFS Wealth Management — Macon, GA
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 66
Experience Industry experience
22 years
Location
Macon, GA 31210
CFS Wealth Management
Supported
Total advisors
3Clients per advisor
155 Very HighAvg AUM per client
$406,565 LowHNW client ratio
15% LowWade Chapman is a financial advisor at CFS Wealth Management in Macon, GA, with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has been with CFS Wealth Management since 2005, also working at CFS Capital Advisors LLC from 2013 to 2025. Outside of advisory services, he serves as an executor and trustee for individuals who are not clients. CFS Wealth Management provides fee-based investment advisory and financial planning services to a diverse client base, including individuals, couples, custodians, IRA owners, trustees, and business owners. The firm emphasizes capital preservation and uses third-party research to guide portfolio management across discretionary accounts.
Based on CFS Wealth Management
$0 - $50,000: 2.00% max annual fee $50,000 - $250,000: 1.75% max annual fee $250,000 - $999,999: 1.50% max annual fee $1,000,000+: 1.25% max annual fee
Hourly fees of $250 per hour for financial plans and retirement evaluations
Account minimum: $50,000 Minimum fee: Alternate fixed annual fee from $250 to $10,000 (negotiable) Fee-only: Fee-based investment advisory services (no commissions on advisory accounts)
Macon, GA
1515 Bass Road, Suite D
Macon GA 31210
Advisors at this office
3
Georgia
22 years of industry experience
CFS Capital Advisors LLC
2013 - 2025 • 12 years
Thomasville, GA
Cfs Wealth Management, Llc
2005 - Present • 21 years
Macon, GA
Commonwealth Financial Network
2004 - 2005 • 1 year
Macon, GA
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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