Preston Zapffe is a CFP-designated registered investment advisor at Family Cfo, LLC, based in Dallas, TX, with 8 years of industry experience. Preston operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee. If margin is utilized, the fees will be billed based on the net asset value of the account.
Fee Estimator
Location
Dallas, TX
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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 ActivitiesSells Insurance
Preston is a registered investment advisor with Family CFO, LLC, spending approximately 60 hours per month on this. He is also a licensed insurance and real estate agent, and an independent contractor, dedicating a few hours per week and about half his time, respectively, to these activities. Preston also volunteers as a Director for the Financial Literacy Foundation, spending a few hours per week.
Employment History
Current Registrations
Family Cfo, LLC
Previous Registrations
Origin Financial
State Registrations1 state
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.