CFO Solutions

Optimize the growth, scale, and profitability of your business

You’re busy helping clients plan for their financial future, but who helps you chart a course of success for your business?

With LPL CFO Solutions, you get a dedicated CFO who will provide insights, drive execution, and serve as a trusted accountability partner. From cash-flow planning to identifying cost-saving opportunities and revenue-generating strategies, your CFO can help make your business more efficient and profitable.


Now with two options to choose from:


New! CFO Essentials is designed for solo advisors or advisors with small to medium-sized practices that can benefit from a CFO at a lower price point in a more flexible way. Ideal if you're looking to build a foundation to grow.

CFO Premium is for larger, more complex practices that can benefit from full-scale strategic, financial, and operational guidance for the short and long term. Ideal if you need deep insights into advanced growth and optimization strategies.


What you'll get:


  • Actionable, data-driven insights – Provide benchmarking, budgeting, and forecasting based on complex numbers. Know concretely what’s working and where to maximize your time.
  • Tailored strategic planning – Time-tested strategies and measurable results to get you headed where you want to be. Based on your goals and business size.
  • A trusted partner – Aside from the guidance you’ll receive, your CFO will also help you navigate LPL and connect you to the right people and process expertise.


You’re on the right path, but an LPL CFO can help uncover new ways of looking at your business to get you where you want to go.


Pick Your Solution

With two options available, you choose the one that best fits your growth goals and the financial needs of your practice.

CFO Essentials

$599 / month

Build a foundation to grow in a sustainable way.

Key features

  • ✓ Benchmarking analysis
  • ✓ Budget goals review
  • ✓ Client segmentation analysis
  • ✓ Comprehensive month metrics
  • ✓ Access to CFO subscriber-only webinars
  • ✓ Quarterly planning and review meetings with your CFO

CFO Premium

Starts @ $1,849 / month

Optimize growth strategies with high-touch guidance.

All the key features in CFO Essentials, plus:

  • ✓ Everything in CFO Essentials
  • ✓ Interview and choose your CFO
  • ✓ Annual business plan
  • ✓ Business valuation
  • ✓ M&A waivers
  • ✓ Cash flow and stress testing
  • ✓ Long-term structure and succession planning
  • ✓ Monthly planning and review meetings with your CFO

Schedule a call and get a free KPI report with detailed insights on AUM, NNA, and commissions.

How your peers use CFO Solutions

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Develop Business Strategy

Learn how Brendan Sheehan from Waymark Wealth leverages his CFO Solutions strategist and her LPL and industry expertise to develop business strategy.

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Promote Business Growth

James Warner of Warner Group set an aggressive growth goal for his firm. Learn how he uses CFO and steps to set your own goals.

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Manage Growth

Learn how Bob Garretson handled a significant expansion and went from one location to three with guidance from his CFO.


Your CFO can provide a wide range of business planning services to support your business goals at all stages, from creating action plans for optimization, growth, and efficiency to reviewing financial statements to assessing financial strength. 

Financial professionals who work with CFO Solutions can experience potential benefits including accelerated growth, increased capacity to spend on more productive business activities, increased profitability, and operational efficiencies.

Businesses of all sizes and tenures have the potential to benefit from CFO Solutions. Whether you are looking to organize your financial and operational foundations, increase efficiency, accelerate growth, improve valuation, or prepare for the eventual transition of your business, your strategist will learn your unique goals and develop an action plan that is unique to your business.

The CFOs are experts with deep industry knowledge, integrated with LPL systems and teams, who serve as your strategic partner to deliver personalized executive insights. 

You’ll benefit from the expertise of CFOs who are CFAs, CFPs, CPAs, Certified Valuation Analysts, Certified Treasury Professionals, MBAs, former corporate finance leaders, and former small business owners.  

The tiers have been designed to provide flexibility in pricing, time commitment, and deliverables that align with the growth needs of your practice.

Foundation to build on: Geared for small- to medium-sized or solo practices, CFO Essentials provides benchmarking, budget, and segmentation data to you can accelerate and create long-term growth.

Advanced growth: Designed for large, more established practices, CFO Premium helps solve complex, industry and business-evolution needs in the short and long term.

Ready to determine if CFO Solutions is right for you?

Schedule a call with a Business Solutions consultant

Get a complimentary KPI report with detailed insights on AUM, NNA and commissions with your consultation.

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