# Lucinda Dallas

> Lucinda Dallas is a fee-only financial advisor at CFS Wealth Management in Macon, Georgia. CFS Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/lucinda-dallas/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** CFS Wealth Management
- **Based in:** Macon, Georgia
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $189.1M across 465 accounts
- **CRD:** 3270458 (https://adviserinfo.sec.gov/individual/summary/3270458)
- **SEC registration:** Investment adviser representative in GA
- **Exams passed:** Series 63 (1999), Series 65 (2010)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** http://www.cfswealth.com

## Frequently asked questions

### Is Lucinda Dallas a fee-only financial advisor?

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

### How does Lucinda charge for financial advice?

Lucinda's firm, CFS Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Lucinda Dallas based?

Lucinda Dallas is based in Macon, Georgia.

### Is Lucinda Dallas registered with the SEC?

Yes. Lucinda Dallas is registered as an investment adviser representative in GA (CRD 3270458), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does CFS Wealth Management manage?

CFS Wealth Management reports $189.1M across 465 accounts in assets under management.

### How do I contact Lucinda Dallas?

Through Lucinda's website, www.cfswealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/3270458): 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

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