Edward Moody
CFM Wealth Partners · Austin, Texas
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.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | CFM Wealth Partners |
|---|---|
| Based in | Austin, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $885.8M across 661 accounts |
| SEC registration | Investment adviser representative in TX · CRD 4783505 |
| Exams passed | Series 66 (2004) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | cfmwealth.com |
| Profile |
How Edward's firm compares
- CFM Wealth Partners's average account is about $1.3 million, from its Form ADV (assets managed divided by 661 accounts).
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Questions about Edward
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.
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
- CFM Wealth Partners 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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