# Myfamilycfo, Inc.

> Myfamilycfo, Inc. is a state-registered investment advisory firm in Wausau, WI, registered since 2011, with no regulatory assets under management reported in its Form ADV filing dated March 31, 2026.

- CRD: 159400
- Filed as: MYFAMILYCFO, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Wausau, WI
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/159400
- AdvisorCensus page: https://advisorcensus.com/firm/myfamilycfo-inc-wausau-wi-159400

## Quick answers

**How is Myfamilycfo, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Myfamilycfo, Inc. reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees); other.

**Where is Myfamilycfo, Inc. located?**
Myfamilycfo, Inc.'s principal office is in Wausau, WI, according to its Form ADV.

**Is Myfamilycfo, Inc. registered with the SEC or a state?**
Myfamilycfo, Inc. is a state-registered investment advisory firm, registered since 2011. Status as filed: APPROVED. CRD 159400.

**What types of clients does Myfamilycfo, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (12); high net worth individuals (7).

**Does Myfamilycfo, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/159400

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 12 | Not reported |
| High net worth individuals | 7 | Not reported |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2011 (14 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- linkedln.co/company/myfamilycfo-inc-/about
- myfamilycfo.net

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Myfamilycfo, Inc. (CRD 159400): Form ADV filing data as of October 2026.