Brian Chastain is a CFP-designated registered investment advisor at Cfo4life, based in Coppell, TX, with 35 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 956 clients with $1.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CFO4Life Group charges a quarterly fee based on the value of your investments. The annual fee ranges from 1.00% to 1.50%. The fee is calculated in advance each quarter. Some clients who were acquired from Vogel Financial Advisors may have different fee schedules with breakpoints. Clients participating in wrap fee programs are charged a separate fee that includes investment management, custody, and brokerage costs.
Location
735 Plaza Blvd., Suite 100, Coppell, TX, 75019
Get directionsHistory
Regulatory History (2)
Customer Dispute
June 2017Customer Dispute
November 2009Other Business ActivitiesSells Insurance
Brian is the owner of MGMT4Life, LLC, dedicating nearly full-time hours to management and oversight. He is also an independent insurance agent, appointed with various insurance companies, and spends minimal time on insurance sales.
Employment History
Current Registrations
Cfo4life
Ausdal Financial Partners, INC.Broker
Previous Registrations
Cfo4life, L.P.
LPL Financial LLC
LPL Financial LLCBroker
Copeland Equities, INC.Broker
First Titan Financial CORP.Broker
Wma Securities, INC.Broker
PFS Investments INC.Broker
First American National Securities, INC.Broker
State Registrations32 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.