CFM Wealth Partners LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$809,010,964
Clients
267
Advisors
2
of 3 employees
About
CFM Wealth Partners LLC provides advisory services to individuals (including high net worth clients), trusts, estates, charitable organizations, businesses and retirement plans. Its service offering includes discretionary investment management, financial planning and retirement-plan advisory services, and the firm may serve as an ERISA fiduciary for plan engagements.
The firm builds customized, primarily long-term portfolios using mutual funds and ETFs and, when appropriate, individual stocks, bonds, margin positions and select private investments, applying both fundamental and technical analysis. CFM emphasizes ongoing client communication and internal due diligence — including written research on its largest holdings — and will rebalance or execute shorter-term trades as client objectives or market conditions require.
CFM manages roughly $886 million in discretionary assets, an asset base that is large relative to many peer team firms and indicative of an unusually high level of assets under management for the firm’s size. The firm maintains an institutional relationship with Raymond James that provides custody, trading, platform and research support; CFM discloses this arrangement and the potential conflict it creates as part of its custody and brokerage disclosures.
Client services
Expertise
Occupation focus
Fee options
Fixed engagement fees for financial planning services, based on expected effort and duration; negotiable.
0.75% to 1.25% annually (fee varies based on factors including asset level, complexity, and other service considerations)
Up to $500 per hour for financial planning and consulting services.
Account minimum: $3,000,000 Fee-only: Investment management fees ranging from 0.75% to 1.25% annually on assets under management; hourly financial planning fees up to $500 per hour; fixed engagement fees for financial planning based on effort and duration.
Main office
3500 Jefferson Street, Suite 315
Austin TX 78731
Advisors at this office
2
Most active in
Colorado · Florida · Louisiana · New Mexico · Texas
Also doing business as
Cfm Wealth Partners · Cfm Wealth Partners LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
Advisors at this firm
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.
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