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Community Financial Group, Inc.

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Client assets under management

$89,873,814

Clients

95

22% high-net-worth

Advisors

2

of 4 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

More info

Clients per advisor

48

Typical

Average account size

$946,040

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

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Wealth management Retirement plans for business owners (SEP, solo 401k)

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Fee options

Fixed

Financial planning flat fees range from $500 to $10,000 per year or more

Percentage

0% to 2.00% depending on size and complexity of the client relationship

Project-based

$100 to $250 per hour for financial planning services

Other

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 location

Community Financial Group, Inc.

201 Boston Post Road West, Suite 406

Marlborough MA 01752, United States

Number of offices

1

Most active in

More info

Massachusetts · Texas

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 508-251-2716

Advisors at this firm

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user avatar

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.

Wealth management Retirement plans for business owners (SEP, solo 401k)
user avatar

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.

Wealth management Retirement plans for business owners (SEP, solo 401k)
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