Michael Puckett
CFG Wealth Management Services · Indianapolis, Indiana
Michael Puckett is a fee-only financial advisor at CFG Wealth Management Services in Indianapolis, Indiana, who holds the CFP credential. CFG Wealth Management Services reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | CFG Wealth Management Services |
|---|---|
| Based in | Indianapolis, Indiana |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $110.2M across 202 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, IN, TX · CRD 1022606 |
| Exams passed | Series 63 (1982) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.cfgwms.com |
How Michael's firm compares
- CFG Wealth Management Services's average account is about $546,000, from its Form ADV (assets managed divided by 202 accounts).
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Questions about Michael
Is Michael Puckett a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Michael holds no broker registration, and CFG Wealth Management Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Michael charge for financial advice?
Michael's firm, CFG Wealth Management Services, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Michael Puckett based?
Michael Puckett is based in Indianapolis, Indiana.
What credentials does Michael Puckett hold?
Michael Puckett holds the CFP credential.
Is Michael Puckett registered with the SEC?
Yes. Michael Puckett is registered as an investment adviser representative in FL, IN and TX (CRD 1022606), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does CFG Wealth Management Services manage?
CFG Wealth Management Services reports $110.2M across 202 accounts in assets under management.
How do I contact Michael Puckett?
Through Michael's website, www.cfgwms.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.
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