# Edward Moody

> Edward Moody is a fee-only financial advisor at CFM Wealth Partners in Austin, Texas. Edward focuses on family wealth transfer and retirement planning. CFM Wealth Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/edward-moody/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** CFM Wealth Partners
- **Based in:** Austin, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $885.8M across 661 accounts
- **Specialties:** Family wealth transfer, Retirement planning
- **Works with:** Multi-generational families
- **CRD:** 4783505 (https://adviserinfo.sec.gov/individual/summary/4783505)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 66 (2004)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** http://cfmwealth.com

## Frequently asked questions

### Is Edward Moody a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Edward holds no broker registration, and CFM Wealth Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Edward charge for financial advice?

Edward's firm, CFM Wealth Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Edward Moody based?

Edward Moody is based in Austin, Texas.

### What does Edward specialize in?

Edward's specialties include family wealth transfer and retirement planning. Edward works with multi-generational families.

### Is Edward Moody registered with the SEC?

Yes. Edward Moody is registered as an investment adviser representative in TX (CRD 4783505), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does CFM Wealth Partners manage?

CFM Wealth Partners reports $885.8M across 661 accounts in assets under management.

### How do I contact Edward Moody?

Through Edward's website, cfmwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4783505): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.cfmwealth.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.