Cafg Wealth Management, Inc.

Cafg Wealth Management, Inc. (CRD# 165901) is a financial advisory firm headquartered in North Barrington, IL. They manage $110,703,438 in 839 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    111
    MILLION
  • Total Number of Accounts
    839
    ACCOUNTS
  • Average Account Value
    $131,947
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, IL, TN, TX, WI

Financial Advisors at Cafg Wealth Management, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Thomas R. Chernesky
CRD#: 1558481
110 S Wynstone Park Drive, Suite 103, North Barrington, IL 60010
96
Wealthminder
score

Thomas Chernesky (CRD# 1558481) is an Investment Advisor Representative working at Cafg Wealth Management, Inc. in North Barrington, IL and has over 25 years of experience in the finance industry. Thomas Chernesky has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Stephen T. Mactavish
CRD#: 4013125
110 S Wynstone Park Drive, Suite 103, North Barrington, IL 60010
93
Wealthminder
score

Stephen Mactavish (CRD# 4013125) is an Investment Advisor Representative working at Cafg Wealth Management, Inc. in North Barrington, IL and has over 17 years of experience in the finance industry.

3
John P. Dorn
CRD#: 6268640
110 S Wynstone Park Drive, Suite 103, North Barrington, IL 60010
89
Wealthminder
score

John Dorn (CRD# 6268640) is an Investment Advisor Representative working at Cafg Wealth Management, Inc. in North Barrington, IL and has over 3 years of experience in the finance industry.

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