A complete list of active advisors currently associated with CFS Wealth Management

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

CFS Wealth Management is a three-advisor, fee-based investment adviser serving individuals, couples, custodians, IRA owners, trustees and business owners, managing roughly $189 million for about 465 clients. The firm offers portfolio management, written financial planning and retirement evaluations, and uses percentage-of-AUM, fixed and hourly billing arrangements. Portfolios are constructed from open-end and closed-end mutual funds, ETFs, and individual equity and fixed-income positions, typically using model portfolios and combining strategies to match client circumstances; the firm emphasizes capital preservation over seeking large capital gains. CFS draws on third-party research such as Morningstar, maintains discretionary authority over most client accounts (461 discretionary vs. 4 non-discretionary), and allows clients to impose investment restrictions when needed. Distinctive operational features include exclusive use of Fidelity Institutional Wealth Services and primarily Fidelity’s no-transaction-fee/no-load mutual fund platform, a disclosure that an associated representative may sell products through a separate broker/dealer relationship, and the firm’s statement that it does not vote client proxies. The brochure also notes that the firm does not take custody of client assets, deducts fees in advance on a quarterly basis (including cash as an asset class for billing), and applies personal-trading reviews to mitigate conflicts when supervised persons invest alongside clients.

To learn more about the advisors currently working at CFS Wealth Management, 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.