CFG Wealth Management Services Inc fees and pricing

Financial planner in Indianapolis, Indiana. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 19, 2026, CFG Wealth Management Services Inc charges $250 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 19, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $250/hr; “Our Financial Planning fees for services outside the scope of the Wealth Enhancement Service are calculated and charged on an hourly basis which is currently $250 per hour.”

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

“Should the relationship terminate, the client will be entitled to a refund of any supervisory fee not already earned by CFG.”
“Whenever possible the refund will be deposited in the client’s account(s) managed by CFG up until the point of termination.”
“If that is not possible, the refund will be given in the form of a check made payable directly to the client.”

Its hourly rate of $250 matches the Indiana median of $250. 34% of the 119 other Indiana planners that publish an hourly rate charge less.
9 of the 30 other planners in Indianapolis that publish an hourly rate charge less.

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: 2% a year
Clients: 64
Employees: 2
Works with: Individuals, high net worth individuals, charities, and businesses
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting
Assets managed: $110,201,914
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 108351
Website: linkedin.com/company/cfg-wealth-management-services-inc (opens in new tab)
Phone: (317) 841-7959

Can advise clients in 4 states: California, Florida, Indiana, Texas

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.