CFS WEALTH MANAGEMENT

Overview

CFS Wealth Management is an independent registered investment adviser organized as a limited liability company and operating under an individual-owner structure. The firm’s advisory scope centers on financial planning and portfolio management for individual, family and small-business clients. Its stated fee model combines percentage-of-AUM pricing with the option for fixed-fee engagements, allowing flexibility across planning-only and managed-portfolio relationships. Investment activity tilts decisively toward equity exposure. The firm reports a clear preference for exchange-traded equities as the dominant sleeve in client portfolios and manages most client assets on a discretionary basis. CFS Wealth Management is not positioned as a capital allocator and does not present itself as an active ESG investor or pension consultant. Custody and trading are consolidated through Fidelity Brokerage Services LLC.

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Public Holdings

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Location & Offices