Advisor at CFG Wealth Management, LLC
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
CFG Wealth Management, LLC
Location
Statesboro, GA 30458
Credentials
CFP®, Series 63, Series 65
Industry experience
13 years
Travis Chance is a CFP® with 13 years of industry experience and leads CFG Wealth Management, LLC as its sole advisor. He has held roles at CFG Tax Planning, LLC, Farm Hub Partners, LLC, and Farm Core Advisors, and has served as a City Councilman in Statesboro, GA since 2008. Outside of financial advising, Chance is involved in socially conscious natural farming through Farm Hub Partners. CFG Wealth Management primarily serves high-net-worth individuals and retirement plan sponsors, providing fixed-fee and hourly financial planning along with limited-scope ERISA 3(21) plan advisory and education. The firm refers clients to third-party money managers for asset management and focuses on client discovery, tailored recommendations, and ongoing monitoring without discretionary trading authority.
Based on CFG Wealth Management, LLC
Based on CFG Wealth Management, LLC
Fixed fees for specific financial planning services from $1,200 to $1,500; comprehensive plan $5,000; seminars $29 each
$0+: 1.50% (Strategic & Tactical, Allocation & Defined Outcome, Private Wealth Portfolios) $0+: 1.00% (Preservation Portfolios) $0+: $300 flat fee (Client Directed Accounts)
Commissions from sale of insurance products by managing member
$225 per hour for financial consulting
Fee-only: Fixed fees for financial planning ranging from $1,200 to $5,000; hourly fee $225/hour; seminars $29 each
1221 Merchant Way, Suite 201
Statesboro, GA 30458
Georgia · North Carolina · South Carolina
CFG Tax Planning, LLC
2022 - Present (4 years)
Farm Hub Partners, LLC
2021 - Present (5 years)
CFG Holdings LLC
2018 - Present (8 years)
CFG Wealth Management, LLC
2015 - Present (11 years)
Farm Core Advisors
2013 - 2017 (4 years)
City Councilman
2008 - Present (18 years)
T.L. Chance Inc.
2007 - Present (19 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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.
CFP®
Statesboro, GA
Safe Harbor Financial Planning & Investment Advisory, LLC
Series 63, Series 65
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Christian Values Investing, Inc.
Series 65
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Christian Values Investing, Inc.
Series 65
Statesboro, GA
Christian Values Investing, Inc.
Series 66
Statesboro, GA
Sound View Wealth Advisors Group, LLC
Series 65
Statesboro, GA
Virtue Capital Management, LLC
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