Brittany Genzale is a registered investment advisor at Tfo Family Office Partners, based in Phoenix, AZ, with 20 years of industry experience. Brittany 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
Get directionsHistory
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 →Employment History
Current Registrations
Tfo Family Office Partners
Previous Registrations
Genspring Family Offices, LLC
Inlign Wealth Management, LLC
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
- Brian Poe, CFP, ChFCTfo Family Office Partners
- Connor Humphrey, CFPTfo Family Office Partners