A complete list of active advisors currently associated with CFM Wealth Partners LLC
Warmer can help you find a great advisor at CFM Wealth Partners LLC or one who fits your needs even better.
CFM Wealth Partners provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm acts as a fiduciary and offers ERISA retirement-plan oversight in addition to ongoing portfolio management for individual clients. CFM constructs customized portfolios that generally rely on mutual funds and ETFs but can include individual stocks, bonds, margin borrowings, and select private investments, applying both fundamental and technical analysis. Investment selections are supported by an internal due-diligence process that includes write-ups on the firm’s largest holdings, and accounts are monitored continuously with formal reviews at least annually. The firm reports approximately $885.8 million in discretionary assets across about 267 clients, representing a relatively high AUM per advisory professional compared with many peer team firms; CFM also typically requires a $3.0 million relationship minimum (which may be waived). CFM maintains an institutional relationship with Raymond James for custody and platform support, providing access to custodial technology and services that factor into its operational model.
To learn more about the advisors currently working at CFM Wealth Partners 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 |
|---|---|---|
Austin, TX
| 21
|
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