Paul Travis
Community Financial Group · Marlborough, Massachusetts
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.
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Facts
| Firm | Community Financial Group |
|---|---|
| Based in | Marlborough, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $92.9M across 191 accounts |
| SEC registration | Investment adviser representative in MA, TX · CRD 2791056 |
| Exams passed | Series 63 (1996) · Series 65 (1999) · Series 66 (2003) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.cfgadvisor.com |
| Profile |
How Paul's firm compares
- Community Financial Group's average account is about $486,000, from its Form ADV (assets managed divided by 191 accounts).
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Questions about Paul
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.
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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