Cfo4life, LP

Cfo4life, LP (CRD# 146904) is a financial advisory firm headquartered in Coppell, TX. They manage $432,818,653 in 765 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    433
    MILLION
  • Total Number of Accounts
    765
    ACCOUNTS
  • Average Account Value
    $565,776
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AR, CA, GA, LA, PA, TN, TX

Financial Advisors at Cfo4life, LP
Showing 1 - 7 of 7 top financial advisors.
1
Austin C. Reid
CRD#: 5602191
735 Plaza Boulevard, Suite 100, Coppell, TX 75019
96
Wealthminder
score

Austin Reid (CRD# 5602191) is an Investment Advisor Representative working at Cfo4life, LP in Coppell, TX and has over 7 years of experience in the finance industry.

2
Elizabeth B. Allie
CRD#: 5020694
735 Plaza Boulevard, Suite 100, Coppell, TX 75019
93
Wealthminder
score

Elizabeth Allie (CRD# 5020694) is an Investment Advisor Representative working at Cfo4life, LP in Coppell, TX and has over 8 years of experience in the finance industry.

3
Aaron R. Estrada
CRD#: 4120496
735 Plaza Boulevard, Suite 100, Coppell, TX 75019
93
Wealthminder
score

Aaron Estrada (CRD# 4120496) is an Investment Advisor Representative working at Cfo4life, LP in Coppell, TX and has over 17 years of experience in the finance industry.

4
Bryce M. Chastain
CRD#: 6246923
735 Plaza Boulevard, Suite 100, Coppell, TX 75019
89
Wealthminder
score

Bryce Chastain (CRD# 6246923) is an Investment Advisor Representative working at Cfo4life, LP in Coppell, TX and has over 3 years of experience in the finance industry.

5
Der C. Hung
CRD#: 5971043
6507 Wilkins Ave., #209, Pittsburgh, PA 15217
87
Wealthminder
score

Der Hung (CRD# 5971043) is an Investment Advisor Representative working at Cfo4life, LP in Pittsburgh, PA and has over 2 years of experience in the finance industry.

6
Brian M. Chastain
CRD#: 1556616
735 Plaza Boulevard, Suite 100, Coppell, TX 75019
86
Wealthminder
score

Brian Chastain (CRD# 1556616) is an Investment Advisor Representative working at Cfo4life, LP in Coppell, TX and has over 31 years of experience in the finance industry. Brian Chastain has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Russell D. Boaz
CRD#: 5482950
735 Plaza Boulevard, Suite 100, Coppell, TX 75019
71
Wealthminder
score

Russell Boaz (CRD# 5482950) is an Investment Advisor Representative working at Cfo4life, LP in Coppell, TX and has over 9 years of experience in the finance industry. Russell Boaz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.