CFG Wealth Management, LLC
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About
CFG Wealth Management, LLC is an independent, fee-based financial planning and advisory firm that serves individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm offers comprehensive financial planning, limited-scope ERISA plan advisory services, tax-planning coordination, and acts as a referral source to third-party money managers rather than maintaining custody of client assets.
The firm does not directly manage client portfolios; instead it prepares tailored plans, performs periodic reviews, holds educational seminars and workshops, and facilitates introductions to outside investment managers who implement and custody investment strategies. For ERISA clients the firm typically provides non-discretionary 3(21) services and participant education, while ongoing investment management is handled by the selected third-party managers.
Notable features include an unusually large client base per advisor for a solo independent firm and the managing member’s continued activity as a licensed insurance producer and operator of related tax-planning and other businesses. CFG’s business model relies on referral and fee-sharing relationships with third-party managers (including a named partner with an incentive-sharing arrangement) and the sale of insurance products, which the brochure discloses as potential conflicts of interest that the firm says it mitigates through disclosure and its fiduciary obligations.
Client services
Expertise
Fee options
Fixed fees for specific financial planning analyses: $1,200 - $1,500; comprehensive financial plan $5,000; seminars $29
$0+: 1.65% $0+: 1.50% $0+: 1.00%
$225 per hour for financial consulting
Fee-only: Financial planning fixed fees ranging from $1,200 to $5,000; hourly rate $225 per hour
Main office
1221 Merchant Way, Suite 201
Statesboro GA 30458
Advisors at this office
1
Most active in
Georgia · North Carolina · South Carolina
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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