A complete list of active advisors currently associated with CFG Wealth Management, LLC

Warmer can help you find a great advisor at CFG Wealth Management, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at CFG Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Travis Chance	Statesboro, GA	14

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.

Find your advisor

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 introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence. Show more

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation. Show more

We review transparently

Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you. Show more

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support