Wade Chapman
CFS Wealth Management · Macon, Georgia
Wade Chapman 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.
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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 2852176 |
| Exams passed | Series 63 (1997) · Series 66 (2003) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.cfswealth.com |
| Profile |
How Wade's firm compares
- CFS Wealth Management's average account is about $407,000, from its Form ADV (assets managed divided by 465 accounts).
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Questions about Wade
Is Wade Chapman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Wade 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 Wade charge for financial advice?
Wade's firm, CFS Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Wade Chapman based?
Wade Chapman is based in Macon, Georgia.
Is Wade Chapman registered with the SEC?
Yes. Wade Chapman is registered as an investment adviser representative in GA (CRD 2852176), 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 Wade Chapman?
Through Wade'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.
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