Community Financial Group, Inc.
Community Financial Group, Inc. (CRD# 129472) is a financial advisory firm headquartered in Marlborough, MA. They manage $63,451,617 in 118 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Community Financial Group, Inc.
By the Numbers
-
Total Assets Under Management63MILLION
-
Total Number of Accounts118ACCOUNTS
-
Average Account Value$537,726
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
- Pension consulting services
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States

Registered Investment Advisor
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.
MA, TX
Financial Advisors at Community Financial Group, Inc.
1
Paul Travis (CRD# 2791056) is an Investment Advisor Representative working at Community Financial Group, Inc. in Marlborough, MA and has over 24 years of experience in the finance industry.
2
Richard Wilson (CRD# 4727467) is an Investment Advisor Representative working at Community Financial Group, Inc. in Conroe, TX and has over 17 years of experience in the finance industry.
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