Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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
Advisor Information
Office location
200 W Merritt Island Cswy, Merritt Island, FL, 32952
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Customer Dispute
July 2013Other Business ActivitiesSells Insurance
Arthur is the owner of Merritt Island Partners, LLC, a real estate holding company, since 2003. He is also the president of Roth Financial Group (investments and insurance) and Roth Tax Advisory Group, spending about a quarter of his time on the former and minimal time on the latter.