Cfm Wealth Partners LLC

CFM Wealth Partners LLC is a registered investment advisor with the U.S. Securities and Exchange Commission (SEC), established in September 2019 and owned and operated by Edward A. Moody. The firm offers investment advisory services to individuals, high net worth individuals, trusts, estates, charitable organizations, businesses, and retirement plans, acting as a fiduciary to clients. CFM provides customized investment solutions through continuous personal client contact, offering discretionary investment management and related advisory services. The firm primarily utilizes fundamental and technical analysis methods for investment strategies, constructing portfolios with mutual funds, exchange-traded funds (ETFs), individual stocks, bonds, margins, or select private investments. CFM's investment approach is long-term focused, but adjustments may be made based on client objectives or market conditions. The firm manages $760,860,746 in client assets as of December 31, 2024, on a discretionary basis. CFM's fee structure includes investment advisory fees ranging from 0.75% to 1.25% annually, based on factors like service complexity and asset levels. Financial planning services are offered separately on an hourly or fixed fee basis. Retirement plan advisory services are charged an annual asset-based fee of up to 0.75%. CFM does not charge performance-based fees and does not receive compensation for securities transactions. The firm does not participate in soft dollar programs and does not receive compensation for brokerage referrals. Clients are serviced on a directed brokerage basis, and CFM does not engage in principal transactions or cross transactions. The firm reviews client accounts at least annually and provides regular reports to clients. CFM does not accept or maintain custody of client accounts except for fee deduction purposes. The firm has implemented a Code of Ethics and maintains a privacy policy to protect client information.