CFO4LIFE

735 Plaza Blvd.
Suite 100
Coppell, Texas 75019
Tel: 214-637-9500

About CFO4LIFE

CFO4LIFE, formally registered with the SEC as CFO4LIFE. The firm was established in 02/01/2017. They have over 3 offices throughout the country.

CFO4LIFE is a Coppell, Texas based Financial Planning firm with nearly $1,871,206,331 assets under management, offering retirement planning & investment advisory services to 852 clients. The firm is staffed with 24 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	287600
SEC#	801-110095
Assets Managed by Firm	$1,871,206,331
No. of Clients	852
No. of Advisors	24

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops
Other (CASH MANAGEMENT SOLUTIONS)

Firm Client Information

	No. of Clients	AUM
Firm Total	852	$1,871,206,331
Individuals (other than high net worth individuals)	447	$150,806,773
High net worth individuals	260	$965,654,134
Pension and profit sharing plans	59	$550,574,383
Charitable organizations	35	$12,864,065
Corporations or other businesses	50	$191,306,976

More Retirement Planning firms in Coppell, Texas:

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DIMENSIONAL FUND ADVISORS LP 6300 Bee Cave Road, Building One Austin, TX, 78746	$749,622,475,396	1153	1166
FISHER INVESTMENTS 6500 International Pkwy, Ste 2050 Plano, TX, 75093-8222	$298,729,428,900	360116	4065
VICTORY CAPITAL MANAGEMENT INC. 15935 La Cantera Pkwy San Antonio, TX, 78256	$151,257,095,924	2923	481
TPG GLOBAL ADVISORS, LLC 301 Commerce Street, Suite 3300 Fort Worth, TX, 76102	$141,927,200,000	158	1036
NB ALTERNATIVES ADVISERS LLC 325 North Saint Paul Street, Suite 4900 Dallas, TX, 75201	$118,041,119,970	827	319

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