Brian Metford Chastain

CFP

34 Years of Experience

2 DisclosuresBrokerSells Insurance

Areas of Practice

Retirement PlanningTax PlanningEstate PlanningInsurance PlanningFinancial Planning & CoachingInvestment ManagementBusiness OwnersCorporate ExecutivesHigh Net Worth

Cfo4life

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

13 advisors

Number of Clients

956 clients

Average Client Portfolio

$1.8M average

Assets Under Management

$1.7B

Fee Structure

Minimum Investment:$500K

Location

735 Plaza Blvd., Suite 100, Coppell, TX, 75019

Get directions

History

Regulatory History (2)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

June 2017

Denied

Customer Dispute

November 2009

Denied

View Full SEC Report How to Read Disclosures

Other 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.