Lucinda Dallas
CFS Wealth Management · Macon, Georgia
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.
Request an introduction to Lucinda →
Facts
| Firm | CFS Wealth Management |
|---|---|
| Based in | Macon, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $189.1M across 465 accounts |
| SEC registration | Investment adviser representative in GA · CRD 3270458 |
| Exams passed | Series 63 (1999) · Series 65 (2010) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.cfswealth.com |
How Lucinda's firm compares
- CFS Wealth Management's average account is about $407,000, from its Form ADV (assets managed divided by 465 accounts).
Request an introduction to Lucinda
Tell Lucinda a little about what you're looking for. Lucinda isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Lucinda
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.
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
- 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.
See something wrong? Request a correction. Read our methodology.