Family CFO, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Family CFO, LLC provides non-discretionary asset management and ongoing financial planning to individuals and business entities, and it also offers educational seminars and workshops for the public. The firm supplements advisory services with independent consulting and involvement in a financial literacy nonprofit.
The firm documents client goals and risk profiles to tailor strategies using both fundamental and technical analysis, with investment selections and trade execution requiring prior client approval. It allows client-imposed restrictions (for example, socially conscious investments) and performs quarterly account reviews while using proprietary dashboards and periodic net-worth or risk analyses to monitor progress.
Noteworthy features include the firm’s small, single-advisor structure and the fact that it reported no assets under management as of December 31, 2020, an uncommon profile for firms in this category. The adviser also maintains licensed insurance and real estate activities and outside consulting relationships, all of which are disclosed and managed through the firm’s conflict-mitigation procedures, and the firm does not sponsor wrap fee programs.
Client services
Expertise
Fee options
Financial planning services offered at flat fees between $500 and $15,000, payable monthly or quarterly, negotiable.
All Assets+: 1.000% annually (maximum)
Main office
Dallas TX
Advisors at this office
1
Most active in
Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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