# Paul Travis

> Paul Travis is a fee-only financial advisor at Community Financial Group in Marlborough, Massachusetts. Community Financial Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Community Financial Group
- **Based in:** Marlborough, Massachusetts
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $92.9M across 191 accounts
- **CRD:** 2791056 (https://adviserinfo.sec.gov/individual/summary/2791056)
- **SEC registration:** Investment adviser representative in MA, TX
- **Exams passed:** Series 63 (1996), Series 65 (1999), Series 66 (2003)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** https://www.cfgadvisor.com

## Frequently asked questions

### Is Paul Travis a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Paul holds no broker registration, and Community Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Paul charge for financial advice?

Paul's firm, Community Financial Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Paul Travis based?

Paul Travis is based in Marlborough, Massachusetts.

### Is Paul Travis registered with the SEC?

Yes. Paul Travis is registered as an investment adviser representative in MA and TX (CRD 2791056), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Community Financial Group manage?

Community Financial Group reports $92.9M across 191 accounts in assets under management.

### How do I contact Paul Travis?

Through Paul's website, www.cfgadvisor.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2791056): 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

---

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