Assets Under Management
$1.7B
Number of Clients
956
Number of Advisors
13
Average Client AUM
$1.8M
AUM per Advisor
$133.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
CFO4Life Group provides comprehensive financial planning and investment management services to affluent individuals and business executives. They also offer advisory services to retirement plans and corporate services including investment education and financial wellness. They offer cash management solutions through Flourish Financial LLC and UPTIQ.
735 Plaza Blvd., Suite 100, Coppell, TX, 75019