PlannerFees

CFS Wealth Management fees and pricing

Financial planner in Macon, Georgia. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 12, 2026, CFS Wealth Management charges an annual fee of $250⁠-⁠$10,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 12, 2026. Fees can change, so confirm with the firm before you hire them.

Annual fee
$250⁠-⁠$10,000/yr
“The alternate fixed annual fee is $250 to $10,000 (negotiable). 3.”

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

How CFS Wealth Management’s fees compare

  • Its annual fee of $250-$10,000 spans the Georgia median of $5,438. 49% of the 47 other Georgia planners that publish an annual fee charge less.

About CFS Wealth Management

“A client may choose to focus on an evaluation of the retirement benefits provided by the client’s employer.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Principal: Wade Chapman
  • Firm size: 3 employees.
  • Registered as an adviser: 2024 (2 years).

Firm details from Form ADV

How the firm is paid
Fixed or flat fees, percentage of assets under management
Charges a % of assets
Yes
Highest asset based fee in brochure
2% a year
Clients
465
Employees
3
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and other services
Assets managed
$189,052,740
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
135579
Website
cfswealth.com (opens in new tab)
Phone
(478) 471-1875

Can advise clients in 3 states: Florida, Georgia, Texas

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