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, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 306 clients with $5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
The total percentage fee charged can range up to a maximum of 1.25% of assets under management. Fees are negotiable and may be structured as a flat fee or percentage of net worth in certain cases.
Fee Estimator
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.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
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.
Exams
More Advisors
- James Tegeler, CFPTfo Family Office Partners
- William Cummings, CFPTfo Family Office Partners
- Mason Longstreth, CFP, PFSTfo Family Office Partners
- Megan Kawasaki-Mason, CFPTfo Family Office Partners
- Connor Humphrey, CFPTfo Family Office Partners
- Meili Barlow, CFATfo Family Office Partners