MY PERSONAL CFO, LLC

Overview

My Personal Cfo, LLC is an independent SEC-registered registered investment adviser that positions itself as a financial planning and portfolio management provider for individuals, families and small businesses. The firm is structured as a limited liability company and is owned by an individual. Its practice blends traditional accounting services with advisory work, offering financial planning and discretionary portfolio management for individuals, small businesses and institutions. Fee arrangements include a percentage of assets under management and hourly charges. Investment posture emphasizes public funds and mutual funds as the core sleeve of client portfolios, with a pronounced use of ETFs for equity exposure. The firm does not identify as an ESG-focused investor and is not a capital allocator; instead it places client capital with external managers when accessing private-market or alternative strategies. Advisory activity is concentrated rather than national — the firm is not designated as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices