Priscilla OkaforCFP® · CPA
Managing Partner · Meridian Line Advisors · Dallas, TX
★★★★★ 4.9(112+ client reviews)Fee-only fiduciaryVirtual nationwide
Fee
0.65%
Fee-only
Minimum
$1M
to start
Experience
21 yrs
advising clients
Response
within 4 hours
typical reply
About Priscilla
Priscilla is the advisor other advisors send their parents to. Twenty-one years in, her practice is deliberately narrow: families above one million in investable assets whose real problems are tax location, trust design, and getting three generations to agree on a plan.
She holds both the CPA and CFP® marks and files alongside your attorney and accountant rather than around them.
Specialties & services
- Dual CPA/CFP® - tax returns and plan under one roof
- Estate document review with your attorney
- Family-meeting facilitation for wealth transfer
Best for
High-net-worth families coordinating tax and estate
Sound like you? Smart move: compare Priscilla against 2–3 similar advisors before deciding. The matcher screens the whole network against your goals and shows you Priscilla's availability alongside the alternatives — free.
Frequently asked about Priscilla Okafor
What are Priscilla Okafor's fees?
Priscilla Okafor of Meridian Line Advisors publishes a fee of 0.65% AUM (fee-only — paid solely by clients, never product commissions). Fees can change and may vary by service level, so confirm directly before engaging.
What is Priscilla Okafor's account minimum?
Meridian Line Advisors lists a minimum of $1M in investable assets for ongoing management. If you're below the minimum, the AdvisoryReviews matcher can route you to network advisors with no minimum.
Is Priscilla Okafor a fiduciary?
Priscilla Okafor operates under the fiduciary standard and runs a fee-only practice, meaning compensation comes only from clients — never commissions. Always verify any advisor's registration and record on the SEC's Investment Adviser Public Disclosure site before engaging.
Does Priscilla work with clients outside Dallas?
Yes — Meridian Line Advisors works with clients virtually nationwide, alongside in-person meetings in Dallas, TX.
How do I book a call with Priscilla Okafor?
Use the free AdvisoryReviews matcher to check Priscilla's current availability. Advisors cap new clients monthly, so the matcher confirms fit and open capacity first — then the intro call is scheduled at no cost and with no obligation.
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