Assets Under Management
$20.6M
Number of Clients
225
Number of Advisors
1
Average Client AUM
$92K
AUM per Advisor
$20.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
CFS Advisors, LLC dba Callaway Financial Services offers active portfolio management services to individuals, families, and various entities. They also provide financial planning services, including retirement, estate, and special needs planning. The firm is compensated by fees charged as a percentage of assets or hourly fees.
301 S Center St, Suite 420, Arlington, TX, 76010