GGCFO Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
ggCFO Advisors provides financial planning, investment supervisory services, and access to institutional sub‑advisers for individual clients, including high‑net‑worth individuals. Its Form ADV describes both broad‑based and modular planning across retirement, tax, estate, education, cash‑flow and risk‑management topics, and it offers ongoing portfolio management and investment consultation.
The firm describes a market‑based, structured investment approach that emphasizes diversification, balancing growth and stability, cost awareness, and continuous market exposure, typically using mutual funds, ETFs and individual securities. Portfolios are generally managed on a discretionary basis when engaged, and the firm uses written engagement agreements, client documentation and periodic reviews while conducting due diligence on recommended sub‑advisers.
Distinctive features include an affiliation with an accounting practice: the firm’s principal provides outsourced CFO and accounting services to some advisory clients (including bill‑paying and limited online access), and the Form ADV discloses an independent, unannounced annual audit for those client accounts to address custody considerations. The firm operates as a solo adviser with roughly $100.6 million in discretionary AUM across 13 clients—an asset level per client that is high for a one‑advisor practice—and the brochure also discloses that the firm may share in sub‑adviser fees as part of certain programs.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Monthly fixed fees from $1,000 to $20,000 for certain advisory services
$0+: 1.00% annually (standard full-service program, subject to minimum fee and/or retainer) N/A - N/A: Sub-adviser fees range from 0.50% to 1.25% depending on program and asset size; firm may receive 0.15% to 1.00% of total fee
Hourly fees up to $450/hour for services outside full-service program
Monthly retainer fees possible as part of full-service program, calculated based on services required
Minimum fee: Minimum annual fee ranges from $2,500 to $15,000, negotiated based on various factors Fee-only: Monthly fixed fees ranging from $1,000 to $20,000, or hourly fees up to $450/hour for advisory services outside full-service program
Main office
Chicago IL
Advisors at this office
1
Most active in
Florida · Illinois
Also doing business as
Gd Group, Inc · Gd Group, Inc. · Ggcfo · Ggcfo Advisors
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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
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