AdvisorOS Directory
Claim Profile
Unclaimed Profile
WC

Wade Timothy Chapman

CFS WEALTH MANAGEMENT, LLC·MACON, Georgia
Clean recordCFS WEALTH MANAGEMENT, LLC
1515 BASS ROAD, MACON, GA 31210CRD# 2852176Firm CRD# 135579

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Wade Timothy Chapman · MACON, GA
Registration
CRD #2852176 · CFS WEALTH MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Wade Timothy Chapman is a registered financial advisor based in MACON, Georgia, affiliated with CFS WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

Speak with Wade

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Wade is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
CFS WEALTH MANAGEMENT, LLC
CFS WEALTH MANAGEMENT
AUM
$136M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at CFS WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2852176
Firm CRD# 135579
View on FINRA BrokerCheck →

Looking for a financial advisor in MACON?

Browse all registered financial advisors in MACON, Georgia or claim this profile if it's yours.

Browse MACON AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Wade Timothy Chapman offer?
Wade Timothy Chapman specializes in Financial Planning, Investment Management. Contact their office in MACON, Georgia for a consultation.
What are Wade Timothy Chapman's credentials?
Wade Timothy Chapman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Wade Timothy Chapman located?
Wade Timothy Chapman is based in MACON, Georgia, working with CFS WEALTH MANAGEMENT, LLC. Their office serves clients in the MACON metropolitan area and surrounding communities.
How does Wade Timothy Chapman charge for services?
Wade Timothy Chapman's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CFS WEALTH MANAGEMENT, LLC?
CFS WEALTH MANAGEMENT, LLC has approximately 3 employees and manages $136M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

More Advisors in MACON, Georgia

Glenn Alan Rosen
ROSEN CAPITAL MANAGEMENT, INC.·MACON, GA
John Richard Day
DAY & ENNIS, LLC·MACON, GA
Stephanie Gandy Hall
DAY & ENNIS, LLC·MACON, GA
Abby Suzette Puckett
CHRISTY CAPITAL MANAGEMENT, INC.·MACON, GA
Brandon Scott Christy
CHRISTY CAPITAL MANAGEMENT, INC.·MACON, GA
Delmas Mark Wilson
CHRISTY CAPITAL MANAGEMENT, INC.·MACON, GA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Georgia
ATLANTA (1557)ALPHARETTA (158)MARIETTA (62)ROSWELL (47)DULUTH (41)SAVANNAH (41)COLUMBUS (26)AUGUSTA (26)ATHENS (25)THOMASVILLE (22)
City Guides
ATLANTA GuideALPHARETTA GuideMARIETTA GuideROSWELL GuideDULUTH Guide
Research
Advisor Fees in GeorgiaNational Fee Analysis
Request removal of this profile