Bfc Planning, INC.
Assets Under Management
$2.0B
Number of Clients
6,720
Number of Advisors
168
Average Client AUM
$302K
AUM per Advisor
$12.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
BFC Planning, Inc. offers financial planning and asset management services. Financial planning covers investments, tax, retirement, and risk management. Asset management provides ongoing supervision of client accounts through various platforms. IARs are independent contractors and their services/fees may vary. BFCP also refers clients to outside money managers.
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
Location
4201 42nd Street Ne, Suite 100, Cedar Rapids, IA, 52402