Travis Chance
Travis Chance is a CFP-designated registered investment advisor at Cfg Wealth Management, LLC, based in Statesboro, GA, with 13 years of industry experience. Travis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
CFG Wealth Management does not directly manage investments. Instead, CFG refers clients to third-party money managers. CFG receives a portion of the fees charged by these managers. Clients will pay the third-party money manager directly, and CFG will receive a referral fee from the third-party money manager. For example, if CFG refers clients to Gradient Investments, the client will pay Gradient Investments a fee based on a percentage of assets under management, and CFG will receive a portion of that fee.
Location
1221 Merchant Way, Suite 201, Statesboro, GA, 30458
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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 ActivitiesSells Insurance
Travis is an insurance agent with TL Chance Inc. DBA CFG Insurance Planning since 2007, spending about a quarter of his time there. He is also a city councilman, owner of Farm Hub Partners (socially conscious natural farming), CFG Holdings LLC (personal real estate), and CFG Tax Planning, LLC (tax planning business), and sells fixed insurance products through Farm Core Advisors.
Employment History
Current Registrations
Cfg Wealth Management, LLC
Previous Registrations
Creative Financial Designs, INC.
State Registrations3 states
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.