Brian Poe is a CFP, ChFC-designated registered investment advisor at Tfo Family Office Partners, based in Phoenix, AZ, with 22 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, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 292 clients with $4.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
TFO Family Office Partners charges a percentage of your portfolio for investment management and family office services, up to a maximum of 1.25% per year. The exact percentage depends on the size and complexity of your account and the services you need. Fees are negotiable. Related family accounts can be combined for fee calculation. For retirement plan services, the annual fee also ranges up to 1.25% of the plan's assets and is negotiable.
Location
5060 North 40th Street, Suite 200, Phoenix, AZ, 85018
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Brian is a board member of the Central Arizona Estate Planning Council since June 2022, contributing to the organization's strategic direction. He dedicates minimal time to this role.
Employment History
Current Registrations
Tfo Family Office Partners
Previous Registrations
Versant Capital Management, INC.
J.P. Morgan Securities LLCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
American Express Financial Advisors, INC.
Ids Life Insurance CompanyBroker
American Express Financial Advisors INC.Broker
State Registrations2 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.