CC

Charles Thomas Cammack

34 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
168 advisors
Number of Clients
6,720 clients
Average Client Portfolio
$302K average
Assets Under Management
$2.0B

Fee Structure

Financial Plan Fee:$100 - $15,000
Hourly Rate:$150 - $400/hr

BFC Planning offers financial planning services with fees ranging from $150 to $400 per hour or a fixed fee between $100 and $15,000. The exact fee depends on the IAR, scope, and complexity. Asset management services are also available through various platforms, with fees set within ranges determined by BFCP. Lower fees may be available elsewhere. Payment can be made by check, investment account deduction, or credit/debit card.

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningInsurance PlanningEducation PlanningFinancial Planning & CoachingReal Estate Investing
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Advisor Information

Office location

310 Broad Street, Suite 215, Selma, AL, 36701

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Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
December 2010
Final
Customer Dispute
June 1997
Settled
Customer Dispute
March 1997
Settled
Other Business ActivitiesSells Insurance

Charles is an insurance owner since 1991, selling term life insurance. This activity requires minimal time.

Employment History
Current Registrations
Bfc Planning, INC.
January 2019 - Present · 7 yrs
Berthel Fisher & Company Financial Services, INC.
March 2010 - Present · 15 yrs 10 mos
Berthel, Fisher & Company Financial Services, INC. Broker
February 2010 - Present · 15 yrs 11 mos
Previous Registrations
First Legacy Securities, LLC
October 2008 - February 2010 · 1 yr 4 mos
First Legacy Securities, LLCBroker
September 2008 - February 2010 · 1 yr 5 mos
Sunset Financial Services, INC.
June 2008 - September 2008 · 3 mos
Sunset Financial Services, INC.Broker
January 2006 - September 2008 · 2 yrs 8 mos
Nylife Securities INC.Broker
September 2000 - January 2006 · 5 yrs 4 mos
Pruco Securities Corporation Broker
July 1991 - August 2000 · 9 yrs 1 mo
The Prudential Insurance Company of AmericaBroker
July 1991 - December 1993 · 2 yrs 5 mos
State Registrations9 states
ALFLGAKSLAMSTNTXWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.