CFG Wealth Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 5, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$225/hr

“Clients may also choose to receive general financial consulting services for an c of $225 per hour.”

Flat or project fee

$5,000

“Reward Portfolio Analysis Roth Conversion Analysis Social Security Optimization Analysis Tax Planning Analysis $1,200 $1,250 $1,250 $1,250 In addition, a client may choose to do a full comprehensive financial plan for a total cost of $5,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How CFG Wealth Management, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Clients placed with third party money managers will be billed in accordance with the third party money manager’s fee schedule which will be disclosed to the client prior to signing an agreement.”
• “The payments are received in two (2) installments: one-half at the commencement of the planning process and is refundable based on the pro-rata of work completed.”
• “The balance is due upon delivery of completed plan.”

How CFG Wealth Management, LLC’s fees compare

• Its hourly rate of $225 is below the Georgia median of $250. 25% of the 169 other Georgia planners that publish an hourly rate charge less.
• Its flat or project fee of $5,000 matches the Georgia median of $5,000. 48% of the 152 other Georgia planners that publish a flat or project fee charge less.

About CFG Wealth Management, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2015 (11 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Employees

1

Services reported to regulators

Financial planning, selecting other advisers, and educational seminars and workshops

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

174040

Website

Seniors-Thrive.com (opens in new tab)

Phone

(877) 269-0839

Can advise clients in 3 states: Georgia, North Carolina, South Carolina

Other planners in Statesboro that publish fees

• Christian Values Investing, Inc.Statesboro$150/hr
• 2ND Half Capital, LLCAlpharetta$1,000⁠-⁠$2,000
• Access Planning Partners, LLCAlpharetta$250/hr, $750⁠-⁠$7,500
• Ae Financial & Risk Management, Inc.Alpharetta$250/hr
• Aegis Capital GroupAtlanta$100⁠-⁠$250/hr, $1,000⁠-⁠$3,000
• Ages Legacy Advisors, LLCAtlanta$400/hr, $400⁠-⁠$5,000

Compare all 488 planners in Georgia