Bryce Chastain is a CFP-designated registered investment advisor at Cfo4life, based in Coppell, TX, with 12 years of industry experience. Bryce 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 Boulevard, Suite 100, Coppell, TX, 75019
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Bryce provides tax and business consulting services through LMBC II, dedicating nearly full-time hours to this activity. He also works as a tax planning associate for CFO4LIFE Group, LLC and as a registered assistant for Ausdal Financial Partners, Inc.
Employment History
Current Registrations
Cfo4life
Ausdal Financial Partners, INC.Broker
Previous Registrations
Cfo4life, L.P.
State Registrations1 state
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