Bfc Planning, Inc.
Cedar Rapids, Iowa
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

68%

% Discretionary

88%
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
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