Firm Information

Compensation
Fixed/Hourly
Number of Advisors
3 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Financial Plan Fee:$799 - $40,000
Hourly Rate:$95 - $750/hr

BFF Wealth Management charges fixed fees for Comprehensive Wealth Management Planning, ranging from $4,500 to $40,000. Hourly fees range from $95 to $750, depending on the professional involved. Private Wealth Coaching is a fixed $2,250. Annual Progress Reports vary, with a minimum of $799. Annuity Reviews are $229 for the first, $79 for each additional. Estate Settlement services start at $4,500 for existing clients and $10,500 for new clients. Business Marketing services are percentage-based, with retainers from $10,000 to $55,000.

Areas of Practice
Retirement PlanningEstate PlanningTax PlanningBusiness OwnersHigh Net Worth
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Advisor Information

Office location

141 South Hudson Avenue, 5th Floor, Pasadena, CA, 91101

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Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
Bff Wealth Management, INC.
November 2006 - Present · 19 yrs 2 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.