Firm
CFG Wealth Management Services
Indianapolis, Indiana
Fee-only
CFG Wealth Management Services at a glance
- One of 147 fee-only firms based in Indiana in the Wellspent graph.
- 2 advisors are listed here; all hold the CFP.
- Its Form ADV reports 2 employees and 64 individual clients, 41 of them high net worth.
- Its average account is about $546,000 (assets it manages divided by its 202 accounts).
Fee-only advisors in Indiana · What fee-only advisors charge in Indiana
Facts
| Based in | Indianapolis, Indiana |
|---|---|
| Website | cfgwms.com |
| Phone | (317) 841-7959 |
CFG Wealth Management Services fees
CFG Wealth Management Services doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $110 million |
| Individual clients | 23 |
| High-net-worth clients | 41 |
| Accounts managed | 202 |
| Employees | 2 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-135897) |
| Financial planning | Offered |
| Form ADV filed | March 19, 2026 |
| SEC record | CRD 108351 |