My Personal Cfo, LLC

My Personal CFO, LLC is a registered investment adviser specializing in financial planning, wealth management, and retirement plan services. Established in 2018, the firm is owned by Mark Bernazzani and manages $334,391,343 in assets under management on a discretionary basis. As a fiduciary, the firm is legally bound to act in clients' best interests, providing services such as education planning, tax planning, retirement planning, and estate planning. Clients can engage the firm for financial planning and consulting services at an hourly rate of $350. For wealth management and retirement plan services, fees are negotiable but do not exceed 0.85% of assets under management annually. The firm may recommend the custody, brokerage, and clearing services of Schwab Advisor Services and has the authority to exercise investment discretion on behalf of clients. My Personal CFO does not provide services for performance-based fees and does not accept the authority to vote client securities. The firm compensates a lead generator for referrals and does not have custody of client funds beyond fee payment authorization. Clients receive regular account reviews and statements from custodians. The firm has not been involved in any material disciplinary events and does not disclose financial information due to its stable financial condition.