CH
CFP
CH
CFP

Connor Charles Humphrey

13 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
27 advisors
Number of Clients
292 clients
Average Client Portfolio
$14.3M average
Assets Under Management
$4.2B

Fee Structure

Minimum Investment:$50K
Minimum Annual Fee:$50,000
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Location

5060 North 40th Street, Suite 200, Phoenix, AZ, 85018

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Connor owns and manages two residential rental properties, dedicating minimal time to this activity. He also serves on the planned giving advisor council for the Grand Canyon Conservancy, spending a few hours per week attending meetings and providing planning ideas.

Employment History
Current Registrations
Tfo Family Office Partners
December 2015 - Present · 10 yrs 2 mos
Previous Registrations
Tfo Phoenix, INC.
January 2012 - October 2013 · 1 yr 9 mos
Genspring Family Offices, LLC
August 2010 - December 2011 · 1 yr 4 mos
State Registrations2 states
AZTX
Advisor
Exams
No exam information available for this advisor.