CFM Wealth Partners LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$809,010,964
This total excludes 13 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
267
49% high-net worth
Advisors
1
of 3 employees
Firm type
Team
4-10 advisors or $500M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
267
Very HighAverage account size
$3,030,004
About
CFM Wealth Partners provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm acts as a fiduciary and offers ERISA retirement-plan oversight in addition to ongoing portfolio management for individual clients.
CFM constructs customized portfolios that generally rely on mutual funds and ETFs but can include individual stocks, bonds, margin borrowings, and select private investments, applying both fundamental and technical analysis. Investment selections are supported by an internal due-diligence process that includes write-ups on the firm’s largest holdings, and accounts are monitored continuously with formal reviews at least annually.
The firm reports approximately $885.8 million in discretionary assets across about 267 clients, representing a relatively high AUM per advisory professional compared with many peer team firms; CFM also typically requires a $3.0 million relationship minimum (which may be waived). CFM maintains an institutional relationship with Raymond James for custody and platform support, providing access to custodial technology and services that factor into its operational model.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
Wealth management
Retirement plans for business owners (SEP, solo 401k)
Retirement income strategy
Occupation focus
Founder/Business Owner
Executive
Fee options
Fixed financial planning fees based on expected effort and duration, negotiable.
$0+: 1.25% annually (for smaller/more complex accounts) +: 0.75% annually (for larger accounts)
Financial planning hourly engagements up to $500 per hour.
Account minimum: $3,000,000 Fee-only: Investment advisory fees range from 0.75% to 1.25% annually based on factors including asset level, complexity, financial planning inclusion, and overall relationship. Fees may be negotiable.
Main office location
CFM Wealth Partners LLC
3500 Jefferson Street, Suite 315
Austin TX 78731, United States
Number of offices
1
Most active in
CFM Wealth Partners LLC has reported serving >5 clients in these states in the last 12 months.
Colorado · Florida · Louisiana · New Mexico · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
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