Community Financial Group, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Community Financial Group, Inc. provides customized investment advisory and financial planning services to individuals, high‑net‑worth individuals, trusts, estates, corporations, and retirement plans. In addition to portfolio management, the firm offers retirement-account advice and insurance consulting through a relationship with DPL Financial Partners.
CFG manages client assets on a discretionary basis (about $92.9 million as of December 31, 2025) and constructs portfolios using mutual funds, ETFs, individual equities, fixed income, options, and REITs, generally with a long‑term orientation while allowing shorter‑term trades as circumstances require. The firm commonly implements strategies through third‑party managers and sub‑advisors and may recommend or participate in third‑party wrap‑fee programs while providing ongoing oversight of those client accounts.
Distinctive elements in CFG’s brochure include its use of the DPL insurance platform, which provides access to commission‑free insurance products and related consulting services, and its integration of wrap‑fee program sponsorship and sub‑advisor arrangements—features that are less common among similarly sized supported adviser teams. The firm also emphasizes individualized planning, allows clients to impose reasonable investment restrictions, and operates with a small two‑advisor team serving a limited client base.
Client services
Expertise
Fee options
Financial planning flat fees range from $500 to $10,000 per year or more
0% to 2.00% depending on size and complexity of the client relationship
$100 to $250 per hour for financial planning services
Fee-only: Financial planning fees range from $100 to $250 per hour; flat fees range from $500 to $10,000 per year or more, negotiable and may be reduced or waived
Main office
See office201 Boston Post Road West, Suite 406
Marlborough MA 01752
Advisors at this office
1
Offices (2)
Most active in
Massachusetts · Texas
Also doing business as
Cfg · Community Financial Group · Community Financial Group, Inc.
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.
Forms ADV
Advisors at this firm
Richard W
Series 65
Conroe, TX
Community Financial Group, Inc.
Richard Wilson is a financial advisor at Community Financial Group, Inc. in Conroe, TX, holding a Series 65 designation with 22 years of industry experience. He has been with Community Financial Group since 2003. Community Financial Group, Inc. provides customized investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm manages approximately $92.9 million in assets on a discretionary basis and employs a variety of investment vehicles, integrating third-party managers and sub-advisors while offering retirement-account advice and insurance consulting through a relationship with DPL Financial Partners.
Paul T
Series 63, Series 65, Series 66
Marlborough, MA
Community Financial Group, Inc.
Paul Travis is a financial advisor with Community Financial Group, Inc. in Marlborough, MA, holding Series 63, 65, and 66 licenses and possessing 22 years of industry experience. He has been with Community Financial Group since 2003. Community Financial Group, Inc. offers customized investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm manages client assets on a discretionary basis, employing a range of investment vehicles and strategies, often utilizing third-party managers and sub-advisors, while incorporating insurance consulting through its relationship with DPL Financial Partners.
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