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 66
Industry experience
21 years
Wade Chapman is a financial advisor at CFS Wealth Management in Macon, GA, with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has been with CFS Wealth Management since 2005, also working at CFS Capital Advisors LLC from 2013 to 2025. Outside of advisory services, he serves as an executor and trustee for individuals who are not clients. CFS Wealth Management provides fee-based investment advisory and financial planning services to a diverse client base, including individuals, couples, custodians, IRA owners, trustees, and business owners. The firm emphasizes capital preservation and uses third-party research to guide portfolio management across 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 Capital Advisors LLC
2013 - 2025 (12 years)
Cfs Wealth Management, Llc
2005 - Present (21 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
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.
Series 65, Series 66
Macon, GA
Bickley Investments, LLC
Series 65
Macon, GA
Wilson Wealth Stewardship
Series 63, Series 65
Macon, GA
CFS Wealth Management
Series 63, Series 65
Macon, GA
Smith, Brown & Groover, Inc.
Series 65
Macon, GA
J. L. Perkins Wealth Management, LLC
Series 65
Macon, GA
Beall Financial Planning, Inc.
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