MyFamilyCFO, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
19
37% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
19
Average account size
$0
Client services
Fee options
Fee-only: Fixed fees ranging from $600 to $18,000 annually, negotiable based on client situation and complexity
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
MyFamilyCFO, Inc.
500 N. 3 Rd Street, Suite 208 6
Wausau WI 54403-4800, United States
Number of offices
1
Forms ADV
Advisors at this firm
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