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
208 S. Dodge St., Algona, IA, 50511
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Bonita is an investment representative at Prism Wealth Advisors, LLC, focusing on investments, retirement planning, college savings, and wealth accumulation. She is also a board member of the North Iowa Volleyball Association, setting rules and regulations for club teams, dedicating about 10-20% of her time to this activity.