Edward Moody is a registered investment advisor at Cfm Wealth Partners LLC, based in Austin, TX, with 22 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 280 clients with $890M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Investment advisory fees range from 0.75% to 1.25% annually based on factors such as portfolio complexity, inclusion of financial planning, and asset levels. Fees may be negotiable.
Fee Estimator
Location
3500 Jefferson Street, Suite 315, Austin, TX, 78731
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Edward is a Trustee, Treasurer, and Investment Committee Chair for The Seton Fund, a non-profit hospital foundation, since January 2019. He dedicates minimal time to this activity.
Employment History
Current Registrations
Cfm Wealth Partners LLC
Previous Registrations
Stephens
StephensBroker
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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