Family Cfo, LLC fees and pricing
Financial planner in Dallas, Texas. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 8, 2022, Family Cfo, LLC charges a flat or project fee of $500-$15,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 8, 2022. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $500-$15,000
“Services are offered based on a flat fee between $500 and $15,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Family Cfo, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “If margin is utilized, the fees will be billed based on the net asset value of the account.”
- “Fees are billed monthly in arrears based on the amount of assets managed as of the close of business on the last business day of each month.”
- “The fee will be payable on a monthly or quarterly basis.”
How Family Cfo, LLC’s fees compare
- Its flat or project fee of $500-$15,000 spans the Texas median of $3,850. 75% of the 401 other Texas planners that publish a flat or project fee charge less.
- 34 of the 51 other planners in Dallas that publish a flat or project fee charge less.
About Family Cfo, LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2017 (9 years).
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Employees
- 1
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 288769
- Phone
- (214) 450-6423
Other planners in Dallas that publish fees
- Aci Wealth AdvisorsDallas$250/hr
- Advisor Resource CouncilDallas$100-$500/hr, $50-$15,000
- AfroblocDallas$300/hr
- Algotech Financial LLCDallas$3,000
- Applewhite & Buys Financial AdvisorsDallas$250/hr, $6,000
- Artham AdvisorsDallas$350/hr, $500-$2,500
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.