CFG Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
300
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
300
Average account size
$0
About
CFG Wealth Management is a fee‑based financial planning and advisory firm that primarily serves high‑net‑worth individuals and pension and profit‑sharing plans, offering comprehensive financial planning, ERISA retirement‑plan consulting, and public seminars and workshops. The firm does not custody client assets or directly manage individual client portfolios; instead it refers invested assets to third‑party money managers and receives referral and advisory fee shares.
The firm’s process emphasizes tailored financial plans and participant education, using fundamental and technical analysis to develop recommendations and periodic account reviews, and it frequently acts as a limited‑scope ERISA 3(21) fiduciary for retirement plans. For invested assets CFG functions as a liaison—assisting with third‑party manager paperwork, monitoring statements, and coordinating implementation—rather than accepting discretionary trading authority or relying on percentage‑of‑AUM planning fees.
Notably, CFG operates with an unusually high client load for a solo advisor (about 300 clients) and discloses an affiliated insurance business that contributes a material portion of revenue from commissions, creating potential conflicts that are disclosed and managed. The brochure also highlights the firm’s paid educational offerings, its tax‑planning and other affiliated business activities, and explicit fee‑sharing and incentive arrangements with third‑party money managers.
Client services
Expertise
Fee options
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
Main office location
CFG Wealth Management, LLC
1221 Merchant Way, Suite 201
Statesboro GA 30458, United States
Number of offices
3
Most active in
Georgia · North Carolina · South Carolina
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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