CFM Wealth Partners

What CFM Wealth Partners does

CFM Wealth Partners LLC is a fee-only Registered Investment Advisor headquartered in Austin, Texas, providing wealth management, investment advisory, and financial planning services to high-net-worth individuals, multi-generational families, and non-profit organizations. The firm was formally co-founded in 2019 by Edward Moody (Managing Partner) but traces its operational lineage to Malcolm Cooper's advisory career beginning in 1964 and a partnership with Jolynn Free dating to 1980. Service offerings span portfolio design and implementation, estate and tax planning coordination, retirement and education planning, charitable giving strategy, personal cash flow projections, 401(k) advisory, and specialized non-profit investment services including Investment Policy Statement development and committee education. The firm emphasizes a planning-first methodology and team-based advisory model, coordinating with external estate attorneys and tax professionals to deliver integrated wealth strategies.

CFM operates as a fiduciary under a fee-only compensation model, deriving revenue solely from client advisory fees (likely AUM-based or flat-fee arrangements, though pricing is not publicly disclosed) rather than product commissions. Customer acquisition is relationship-driven, supported by a professional website, the WorthWhile quarterly publication, and direct outreach. The firm operates under Raymond James advisor-site infrastructure, utilizing their client access portal, compliance systems, and Form CRS platform. CFM maintains applicable RIA registrations across multiple states to enable national service delivery from its single Austin office. The firm is privately held with no disclosed parent company, institutional investors, or funding rounds, and no AI/ML or proprietary technology capabilities are evidenced.

The team consists of three named client-facing professionals: Edward Moody (Co-Founder, Managing Partner), Lisa Maas (Partner, Chief Compliance Officer, Head of Operations, with 35 years of tenure), and Alexandra Bradshaw (Operations Associate). The firm's competitive positioning rests on deep advisor tenure, multi-generational client relationships, and a fiduciary fee-only structure in a fragmented RIA market.

Name

CFM Wealth Partners

Legal name

CFM Wealth Partners LLC

Website

https://cfmwealth.com

Company type

Private

Founded year

2019

Operating status

Operating

Headcount range

11–50 employees

Short description

CFM Wealth Partners is a fee-only Registered Investment Advisor in Austin, Texas providing wealth management, financial planning, and non-profit advisory services to high-net-worth multi-generational families and non-profit organizations, operating under a fiduciary model with multi-state RIA registration.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Comprehensive/Full-Service RIAs & Independent Wealth Managers (FSAAACAA)

akta.pro secondary industry

Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)

Keywords

• Wealth management services
• Investment advisory
• Financial planning
• Estate planning
• Retirement planning

Headquarters

HQ city

Austin

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Investment Advisory Services: CFM operates as a fee-only registered investment advisor, meaning compensation is derived solely from client fees rather than commissions on product sales. This fiduciary model aligns advisor compensation with client success. Services include wealth management, portfolio design, estate/tax coordination, retirement planning, and non-profit advisory.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

CFM Wealth Partners is a fee-only Registered Investment Advisor (RIA) that provides personalized wealth management and investment advisory services to high-net-worth individuals, families, and non-profit organizations. Services encompass portfolio design and implementation, estate and tax planning coordination, retirement and education planning, charitable giving strategies, personal cash flow projections, and non-profit investment advisory including Investment Policy Statement guidance and committee education. The firm operates on a fiduciary basis with compensation derived solely from client fees rather than product commissions.

Product overview

CFM Wealth Partners offers a comprehensive suite of wealth management services centered around financial planning, investment advisory, and portfolio management for individuals, families, and non-profits. The core offering consists of advisory services including Multi-Generational Wealth Management, Portfolio Design and Implementation, Estate and Tax Planning Coordination, Non-Profit Advisory Services, Charitable Giving Strategies, Personal Cash Flow Projections, Retirement Planning, Education Planning, and 401(k) Advisory. Their publication, WorthWhile, serves as an educational resource for clients. The firm operates as a fee-only registered investment advisor with a fiduciary commitment to clients.

Differentiator

Problem solved

Functional benefit

Products and services

• Wealth Management Advisory Services Comprehensive fee-only wealth management for high-net-worth individuals and multi-generational families, including portfolio design and implementation, estate and tax planning coordination, retirement planning, education planning, charitable giving strategies, and personal cash flow projections.
• Non-Profit Advisory Services

Named customers2 records

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Three partnerships are on record, tiered core and minor.

• Estate AttorneyscoreImplementation/ SI/ Consulting PartnerCFM works closely with estate attorneys to ensure combined and efficient approach to managing wealth strategies. Portfolio construction and tax strategies are implemented based on interaction with outside advisors.
• Tax ProfessionalscoreImplementation/ SI/ Consulting PartnerCoordination with tax professionals to develop integrated wealth management approaches. Tax strategies and portfolio construction are implemented based on collaboration with external tax advisors.
• Raymond JamesminorChannel Partner/ Reseller/ DistributorCFM operates under the Raymond James advisor site infrastructure, utilizing their client access portal, compliance systems, and Form CRS platform. Client Access portal links to rjf.com for login, enrollment, and support services.

Scale indicators3 records

Recent moves5 records

Expansion highlights3 records

Direct peers

• Carson Wealth: Fee-only RIA platform serving individuals, families, and institutions with holistic wealth management and financial planning. Similar multi-generational focus and fiduciary fee-only structure to CFM.
• Buckingham Strategic Wealth: Fee-only RIA focused on evidence-based financial planning and investment management for individuals and families. Comparable boutique scale and planning-first fiduciary model.
• Plante Moran Financial Advisors: Fee-only RIA offering wealth management and financial planning to HNW individuals, families, and non-profits. Directly comparable service mix and fee-only fiduciary structure.
• Capstone Financial Advisors: Fee-only RIA serving HNW individuals, families, and non-profits with comprehensive financial planning and investment advisory. Operates a similar team-based, planning-first model comparable to CFM's approach.
• Marin Wealth Advisors: Boutique fee-only RIA offering wealth management, financial planning, and non-profit advisory services. Similar size, service mix, and HNW client focus as CFM.

Broad incumbents

• Moneta Group: Fee-only RIA providing comprehensive financial planning and investment advisory to HNW individuals, families, and institutions. Overlapping service offering but materially larger scale than CFM.
• Creative Planning: Large-scale fee-only RIA providing comprehensive wealth management to HNW clients and institutions nationally. Same fiduciary, planning-led business model as CFM, though operating at much greater scale.
• Mercer Advisors: National fee-only RIA offering comprehensive wealth management, financial planning, and non-profit advisory. Overlapping service offering with CFM, though Mercer operates as a multi-office consolidator.
• Edelman Financial Engines: Large-scale RIA combining traditional advisor-led wealth management with digital planning tools. Overlaps CFM in fee-only fiduciary advisory for HNW clients but operates at substantially greater scale and technology depth.

Regional players

• Coldstream Wealth Management: Independent fee-only RIA serving HNW individuals, families, and institutions with planning-led investment management. Comparable service model to CFM, though anchored in the Pacific Northwest rather than Texas.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/cfm-wealth-partners

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about CFM Wealth Partners