Advisor at CFS Wealth Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
CFS Wealth Management
Location
Macon, GA 31210
Credentials
Series 63, Series 65
Industry experience
15 years
Lucinda Dallas is a financial advisor at CFS Wealth Management with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has been with CFS Wealth Management since 2010. Outside of her advisory role, she is a minority owner of a family business, Top Level, L.L.C., in a passive capacity. CFS Wealth Management provides fee-based investment advisory and financial planning services to a diverse client base, including individuals, couples, and business owners. The firm emphasizes capital preservation and uses third-party research to guide portfolio construction, managing approximately $158.7 million primarily in discretionary accounts.
Based on CFS Wealth Management
$0 - $50,000: 2.00% max annual fee $50,000 - $250,000: 1.75% max annual fee $250,000 - $999,999: 1.50% max annual fee $1,000,000+: 1.25% max annual fee
Hourly fees of $250 per hour for financial plans and retirement evaluations
Account minimum: $50,000 Minimum fee: Alternate fixed annual fee from $250 to $10,000 (negotiable) Fee-only: Fee-based investment advisory services (no commissions on advisory accounts)
1515 Bass Road, Suite D
Macon, GA 31210
Georgia
Cfs Wealth Management, Llc
2010 - Present (16 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65, Series 66
Macon, GA
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Series 65
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Beall Financial Planning, Inc.
Series 63, Series 65
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