# Jack Kazickas

> Jack Kazickas is a fee-only financial advisor at CFM Wealth Partners in Austin, Texas. Jack 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/jack-kazickas/
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:** 8311653 (https://adviserinfo.sec.gov/individual/summary/8311653)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 65 (2026)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** http://cfmwealth.com

## Frequently asked questions

### Is Jack Kazickas a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jack 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 Jack charge for financial advice?

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

### Where is Jack Kazickas based?

Jack Kazickas is based in Austin, Texas.

### What does Jack specialize in?

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

### Is Jack Kazickas registered with the SEC?

Yes. Jack Kazickas is registered as an investment adviser representative in TX (CRD 8311653), 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 Jack Kazickas?

Through Jack's website, cfmwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8311653): 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.