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CFM Wealth Partners LLC

Headquartered in AUSTIN, TX

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Firm Information

CFM Wealth Partners LLC is a registered investment advisor based in Austin, Texas. The firm provides financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, corporations, charitable organizations, pooled investment vehicles, and pension and profit-sharing plans. CFM Wealth Partners LLC has approximately $760,860,746 in regulatory assets under management.

CFM Wealth Partners LLC

3500 JEFFERSON STREET

AUSTIN, TX 78731

$760.86M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

CFM WEALTH PARTNERS LLC has a total of 1 branch locations across the country.
location

AUSTIN, TX

Advisors at CFM Wealth Partners LLC

View All 3 Advisors
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Edward Allen Moody

RA

AUSTIN, TX

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Laura Frances Senter

RA

AUSTIN, TX

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Jolynn Hudson Free

RA

AUSTIN, TX

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Disclosures

There are no public disclosures for CFM Wealth Partners LLC.

Frequently Asked Questions (6)

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