GGCFO Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$100,639,392
Clients
13
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
13
LowAverage account size
$7,741,492
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
Financial planning
Portfolio management
Selection of other advisers
Expertise
Cash flow / budgeting
Debt management
Retirement withdrawal strategies
Occupation focus
Executive
Founder/Business Owner
Demographic focus
Mid-Career Professionals
Established Professionals
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 location
GGCFO Advisors
Chicago IL, United States
Number of offices
2
Most active in
GGCFO Advisors has reported serving >5 clients in these states in the last 12 months.
Florida · Illinois
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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:
-
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.
-
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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