FAMILY CFO INC
SEC RegisteredA Chief Financial Officer for you and your family.
About the firm
Family CFO, Inc. provides personalized, confidential financial planning and investment management. The firm is strictly fee-only and does not sell commissions-based products or accept finder's fees. They endeavour to establish long-lasting relationships, adjusting financial plans as clients go through various phases of life.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Wealth management and investment management services including financial planning, estate planning coordination, taxation advice, trust services, and quarterly performance reviews. Investment approach emphasizes asset allocation, diversification, index funds and low-cost mutual funds, tax efficiency, and avoidance of market timing.
Who they serve
Clients include technology executives with equity compensation (founders stock, NQSOs, ISOs, RSUs), widowed individuals navigating estate and investment issues, venture capitalists with high incomes working across multiple countries, and retirees with significant assets from careers in technology.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 11 | $3.7M |
| High Net Worth Individuals | 39 | $282M |
| Charitable Organizations | 2 | $2.6M |
| State/Municipal Entities | 1 | — |
4 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
Data as of February 18, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. FAMILY CFO INC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.