# My Personal CFO, LLC

> My Personal CFO, LLC is an SEC-registered investment advisory firm in Vancouver, WA, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 13, 2026.

- CRD: 299424
- Filed as: MY PERSONAL CFO, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Vancouver, WA
- Filing period: October 2026
- Form ADV filing dated: March 13, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/299424
- AdvisorCensus page: https://advisorcensus.com/firm/my-personal-cfo-llc-vancouver-wa-299424

## Quick answers

**How is My Personal CFO, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), My Personal CFO, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**Where is My Personal CFO, LLC located?**
My Personal CFO, LLC's principal office is in Vancouver, WA, according to its Form ADV.

**Is My Personal CFO, LLC registered with the SEC or a state?**
My Personal CFO, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 299424.

**How much does My Personal CFO, LLC manage?**
My Personal CFO, LLC reports $365,101,816 in regulatory assets under management in its Form ADV filing dated March 13, 2026 (100% discretionary).

**How have My Personal CFO, LLC's assets and staff changed since 2021?**
In the Form ADV data for My Personal CFO, LLC: Regulatory assets under management: $141,355,357 in the October 2021 data and $365,101,816 in the October 2026 data, up 158%. Total employees: 2 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does My Personal CFO, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (49); individuals (other than high net worth individuals) (36).

**Which custodians does My Personal CFO, LLC use?**
My Personal CFO, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does My Personal CFO, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/299424

**What changed in My Personal CFO, LLC's recent Form ADV filings?**
In the February 2026 filing data: Employees performing advisory functions went from 3 to 2.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Fees and minimums (Form ADV Part 2A brochure dated March 13, 2026)

- Minimum annual fee: $4,000

> As a condition for starting and maintaining an investment management relationship, My Personal CFO imposes a minimum annual fee of $4,000.

> My Personal CFO may, in its sole discretion, elect to charge a lesser minimum fee based upon certain criteria, including anticipated future earning capacity, anticipated future additional assets, dollar amount of assets to be managed, rela ted accounts, account composition, pre-existing client, account retention, and pro bono activities.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $365,101,816
- Discretionary: $365,101,816
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 36 | $18,046,887 |
| High net worth individuals | 49 | $347,054,929 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2021 (5 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, LA, OR, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- mypcfo.com
- LinkedIn @mypcfo

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $141,355,357 | 2 | June 16, 2021 |
| October 2022 | $206,721,226 | 2 | September 8, 2022 |
| October 2023 | $196,194,676 | 4 | March 6, 2023 |
| October 2024 | $277,508,870 | 3 | July 12, 2024 |
| October 2025 | $334,391,343 | 4 | February 27, 2025 |
| October 2026 | $365,101,816 | 3 | March 13, 2026 |

Regulatory assets under management: $141,355,357 in the October 2021 data and $365,101,816 in the October 2026 data, up 158%.
Total employees: 2 in October 2021 and 3 in October 2026.

## Changes in the filing (last 12 months)

### February 2026
- Employees performing advisory functions went from 3 to 2.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. My Personal CFO, LLC (CRD 299424): Form ADV filing data as of October 2026.