Jack Kazickas
CFM Wealth Partners · Austin, Texas
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.
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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 8311653 |
| Exams passed | Series 65 (2026) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | cfmwealth.com |
| Profile |
How Jack'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 Jack
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.
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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