Edward Moody is a registered investment advisor at Cfm Wealth Partners LLC, based in Austin, TX, with 21 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. 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
CFM Wealth Partners' investment management fees range from 0.75% to 1.25% annually, based on factors like service complexity, inclusion of financial planning, the amount you invest, and your overall relationship with CFM. Fees are paid quarterly in advance and are based on the value of your investments at the end of the prior quarter. Fees may be negotiable.
Location
3500 Jefferson Street, Suite 315, Austin, TX, 78731
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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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
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RBC Capital Markets, LLC
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State Registrations1 state
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