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.
Cortland, NY
Get directionsBret is a co-trustee for the Hartman Family Irrevocable Trust, managing utilities and taxes for family cottages. He also owns and manages four rental properties, sells life insurance (permanent and term), operates Upskill Wealth Management, and is a member of Upskill Tax Services.