Cfo4Life
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Overview
Cfo4Life is located at 735 Plaza Blvd., Coppell, TX. The firm employs 16 financial advisors to manage client portfolios and provide financial guidance. Cfo4Life is not a registered broker-dealer.
The firm oversees $1.7 billion in assets under management across 2,628 accounts, with 2,590 discretionary accounts and 38 non-discretionary accounts. Over the past year, the firm has provided financial planning services to between 1 and 10 clients. Services offered include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. Cfo4Life serves retail investors, high net worth investors, pension plans, charitable organizations, and corporations, with retail investors being the largest client type by accounts. The firm operates on an asset-based and fixed fee structure. There are 318 high net worth clients. Financial industry affiliations include broker-dealer or securities dealer, accountant or accounting firm, insurance company or agency, pension consultant, and commodity pool advisor.
Cfo4Life is registered in the states of Alabama, Arizona, Arkansas, California, Colorado, Florida, Georgia, Louisiana, Nebraska, North Carolina, Oklahoma, Tennessee, Virginia, Missouri, Washington, Texas, and New Hampshire.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Cfo4Life by the Numbers
$1.7 billion
24
2,628
$660.4 thousand
Products and Services
Services that Cfo4Life provides include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. In the prior fiscal year, Cfo4Life provided financial planning services to 45667 of its accounts. It does sell products or offer services different than investment advisory services to its customers. It is affiliated with one or more other service providers in the financial services industry, including with a broker-dealer or securities dealer, accountant or accounting firm, insurance company or agency, pension consultant, and commodity pool advisor.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Find a firm that offers this service
Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Find a firm that offers this service
Publication of Periodicals
This is the publication of various financial education materials.
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Offered by 6% of firms
Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fiancial advisory fees usually are based on which services are offered. However, fees billed by Cfo4Life can include some combination of the following fee types: asset-based and fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the company. Cfo4Life can withdraw the expenses directly from customer funds.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 32% of firms
Fixed
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company manages money for a broad range of clients. The firm caters to retail investors, high net worth investors, pension plans, charitable organizations, and corporations. Out of its 2,628 clients, Cfo4Life's largest client by number of accounts is retail investors, although it also serves 318 high-net-worth individuals. The SEC defines a high-net-worth individual as someone who has at least $750,000 in AUM or a net worth of more than $1.50 million or who is a "qualified purchaser" (a standard met by having at least $5 million in investments).
- High-Net-Worth Individuals* - 33.26%
- Other Individuals - 53.24%
- Corporations - 9.73%
- Charitable Organizations - 3.77%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Financial Advisors at Cfo4Life
Coppell, TX
Coppell, TX
Coppell, TX
Coppell, TX
Coppell, TX
Coppell, TX
Coppell, TX
Coppell, TX
Coppell, TX
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