CFG Wealth Management offers financial planning services, including retirement, tax, and estate planning. CFG does not manage client money directly but refers clients to third-party money managers, receiving a referral fee. CFG also provides limited scope services to retirement plans. The firm's owner is also a licensed insurance agent and coordinates tax filings, which may present conflicts of interest.
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.