Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Jack K
Series 65
Austin, TX
CFM Wealth Partners LLC
Jack Kazickas is a financial advisor at CFM Wealth Partners LLC in Austin, TX, holding a Series 65 designation with one year of industry experience. Prior to joining CFM Wealth Partners, he worked at Freedom Power and Ten-X Commercial. CFM Wealth Partners LLC provides advisory services to individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary investment management, financial planning, and retirement-plan advisory services. The firm builds customized, primarily long-term portfolios using mutual funds, ETFs, individual securities, and select private investments while emphasizing ongoing client communication and internal due diligence.
Edward M
Series 66
Austin, TX
CFM Wealth Partners LLC
Edward Moody is a Series 66 licensed advisor with CFM Wealth Partners LLC in Austin, TX, bringing 22 years of industry experience. He previously worked at Stephens Inc for seven years before joining CFM Wealth Partners in 2019. He serves as Trustee, Treasurer, and Investment Committee Chair for The Seton Fund, a nonprofit hospital foundation. CFM Wealth Partners provides advisory services to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using mutual funds, ETFs, and select individual securities, combining fundamental and technical analysis with ongoing client communication and internal research.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
Find a financial advisor
Based on your filters