BFC Planning, Inc., headquartered in Cedar Rapids, IA, is a prominent regional investment advisory firm with a vast network of 136 offices. With a team of 200 dedicated professionals, BFC Planning specializes in providing comprehensive investment advisory services. The firm's robust compensation structure encompasses various models such as a percentage of assets under management, hourly charges, and fixed fees.
A notable aspect of BFC Planning's expertise lies in managing employer 401Ks and individual assets, which together account for approximately half of their impressive $7,390,000 average assets under management per investmen...
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Assets Under Mgmt
$1.48B
Investment Professionals
200
Locations
135
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Other
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Selection of other advisers
Disclosures
SEC or CFTC entered an order against you in connection to investment related activities
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.