Craig Hausz
CMH Wealth Management · Dallas, Texas
Craig Hausz is a fee-only financial advisor at CMH Wealth Management in Dallas, Texas, who holds the CFP credential. Craig charges an ongoing planning fee and focuses on retirement planning, estate & legacy planning and tax planning.
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Specialties
Who they serve
- Founders
- Multi-generational families
Facts
| Firm | CMH Wealth Management |
|---|---|
| Based in | Dallas, Texas |
| Fee model | Ongoing planning fee |
| Accepting new clients | Yes |
| Assets under management | $101.1M across 139 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 5077750 |
| Exams passed | Series 65 (2006) · Series 66 (2017) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | cmhwm.com |
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Questions about Craig
Is Craig Hausz a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Craig holds no broker registration, and CMH Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Craig charge for financial advice?
Craig charges an ongoing planning fee.
Where is Craig Hausz based?
Craig Hausz is based in Dallas, Texas.
What does Craig specialize in?
Craig's specialties include retirement planning, estate & legacy planning, tax planning and small business owners. Craig works with founders and multi-generational families.
What credentials does Craig Hausz hold?
Craig Hausz holds the CFP credential.
Is Craig Hausz registered with the SEC?
Yes. Craig Hausz is registered as an investment adviser representative in TX (CRD 5077750), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does CMH Wealth Management manage?
CMH Wealth Management reports $101.1M across 139 accounts in assets under management.
How do I contact Craig Hausz?
Through Craig's website, cmhwm.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- CMH Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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