Sean Alford is a CFP-designated registered investment advisor at Cfo4life, based in Coppell, TX, with 12 years of industry experience. Sean operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 956 clients with $1.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CFO4Life Group charges a quarterly fee based on the value of your investments. The annual fee ranges from 1.00% to 1.50%. The fee is calculated in advance each quarter. Some clients who were acquired from Vogel Financial Advisors may have different fee schedules with breakpoints. Clients participating in wrap fee programs are charged a separate fee that includes investment management, custody, and brokerage costs.
Location
735 Plaza Blvd., 100, Coppell, TX, 75019
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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.
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Sean is a registered investment advisor with CFO4LIFE Group, LLC, dedicating nearly full-time hours to this role. He is also a registered representative with Ausdal Financial Partners, Inc., spending about 10-20% of his time in this position.
Employment History
Current Registrations
Cfo4life
Ausdal Financial Partners, INC.Broker
Previous Registrations
Guidestone Advisors
Guidestone Financial ServicesBroker
MML Investors Services, LLCBroker
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.