CFO4Life

RIASEC RegisteredEst. 2017

Total AUM

$1.9B

Discretionary

$1.9B

98% of AUM

Avg account

$590K

Accounts

3,279

Employees

Advisory reps

Firm details

Headquarters: Coppell, Texas
CRD number: 287600
Registered since: February 1, 2017
Website: www.mycfo4life.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI71.9%
Pension & Profit Sharing Plans13.47%
Corporations / Businesses7.09%
Individuals6.54%
Charitable Organizations1%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

CFO4Life operates as an independent registered investment adviser organized as an LLC and SEC-registered since 2017. The firm serves both individuals and families as well as institutional clients, positioning itself as a capital allocator that combines advisory services—financial planning, portfolio management for individuals/small businesses and for businesses/institutions, selection of other advisers, and educational workshops—with the ability to sell other financial products. Compensation is a mix of AUM-based fees and fixed fees. CFO4Life reports several industry affiliations, including connections to broker-dealers, other investment advisers, commodity pool/operator roles, accounting and insurance firms, and sponsors or managers of pooled investment vehicles. The firm does not identify as an active ESG investor.